+913.4%
ASX vs EWT
+493.5%
+419.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.6% | +6.8% |
| 7D | +6.3% | +1.6% | +4.7% | +4.0% |
| 30D | +6.4% | +8.2% | -1.8% | -3.9% |
| 3M | +13.1% | +11.1% | +2.1% | +0.8% |
| 6M | +90.3% | +60.4% | +29.9% | +6.2% |
| YTD | +149.6% | +75.6% | +74.1% | +24.6% |
| 1Y | +249.2% | +91.3% | +157.9% | +56.5% |
| 3Y | +445.9% | +200.3% | +245.6% | +38.9% |
| 5Y | +477.7% | +156.4% | +321.4% | +85.7% |
| 10Y | +913.4% | +495.8% | +417.6% | +33.1% |
| All | +913.4% | +493.5% | +419.9% | +33.1% |
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