+3,552.3%
ASX vs EW
+4,888.7%
-1,336.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.7% | -0.3% | -0.4% | -0.6% |
| 30D | +2.0% | +1.0% | +0.9% | +1.6% |
| 3M | -1.3% | +2.8% | -4.1% | -2.3% |
| 6M | +71.4% | +5.5% | +65.9% | +68.3% |
| YTD | +135.3% | +5.5% | +129.9% | +130.7% |
| 1Y | +267.5% | +11.0% | +256.4% | +254.3% |
| 3Y | +388.5% | +17.7% | +370.8% | +350.2% |
| 5Y | +417.1% | -25.7% | +442.8% | +431.1% |
| 10Y | +872.7% | +132.8% | +739.9% | +631.8% |
| All | +3,552.3% | +4,888.7% | -1,336.4% | +1,172.6% |
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