+325.3%
ASX vs EW
+51.9%
+273.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.3% | +5.1% | +6.2% |
| 7D | -19.9% | +11.0% | -30.9% | -21.6% |
| 30D | -30.9% | +19.1% | -50.0% | -33.2% |
| 3M | -15.1% | +14.4% | -29.4% | -17.4% |
| 6M | -6.5% | +22.8% | -29.2% | -10.7% |
| YTD | +98.4% | +19.8% | +78.6% | +90.2% |
| 1Y | +107.9% | +23.9% | +84.0% | +97.7% |
| 3Y | +325.3% | +52.2% | +273.1% | +272.2% |
| All | +325.3% | +51.9% | +273.3% | +272.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded EW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling