+259.2%
ASX vs EWJ
+28.0%
+231.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.6% |
| 7D | +6.3% | +2.9% | +3.4% | +1.9% |
| 30D | +6.4% | +1.1% | +5.3% | +4.9% |
| 3M | +13.1% | +7.1% | +6.0% | +4.7% |
| 6M | +90.3% | +16.2% | +74.1% | +64.9% |
| YTD | +149.6% | +22.0% | +127.6% | +106.8% |
| All | +259.2% | +28.0% | +231.2% | +185.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 1y: compounded portfolio wealth divided by compounded EWJ 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…
1y analysis · Full analysis span regression · 6 months rolling