+985.8%
ASX vs EWT
+448.9%
+536.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.2% | -2.2% |
| 7D | +12.4% | +9.1% | +3.3% | -0.1% |
| 30D | -19.8% | -12.2% | -7.6% | -2.2% |
| 3M | -10.3% | -9.4% | -0.9% | +5.4% |
| 6M | +1.2% | +2.7% | -1.4% | +3.6% |
| YTD | +123.0% | +53.3% | +69.7% | +36.3% |
| 1Y | +145.4% | +59.2% | +86.3% | +42.9% |
| 3Y | +368.6% | +157.1% | +211.5% | +48.6% |
| 5Y | +486.0% | +119.6% | +366.4% | +134.3% |
| All | +985.8% | +448.9% | +536.8% | +61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 10y: compounded portfolio wealth divided by compounded EWT 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…
10y analysis · Full analysis span regression · 6 months rolling