+2,793.8%
ASX vs EW
+5,494.6%
-2,700.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +1.5% | -22.2% | -21.1% |
| 7D | -33.3% | +6.8% | -40.0% | -34.5% |
| 30D | -36.5% | +16.6% | -53.1% | -39.1% |
| 3M | -19.2% | +13.3% | -32.5% | -22.1% |
| 6M | -10.2% | +21.6% | -31.8% | -15.4% |
| YTD | +86.5% | +18.3% | +68.2% | +76.8% |
| 1Y | +89.6% | +21.7% | +67.9% | +78.3% |
| 3Y | +298.6% | +50.3% | +248.3% | +243.5% |
| 5Y | +414.3% | -15.0% | +429.3% | +408.0% |
| 10Y | +711.1% | +237.5% | +473.6% | +458.5% |
| All | +2,793.8% | +5,494.6% | -2,700.8% | +875.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling