+486.8%
ASX vs EWT
+118.2%
+368.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.2% | -2.2% |
| 7D | +12.4% | +9.1% | +3.3% | -0.7% |
| 30D | -19.8% | -12.2% | -7.6% | -1.5% |
| 3M | -10.3% | -9.4% | -0.9% | +6.0% |
| 6M | +1.2% | +2.7% | -1.4% | +3.5% |
| YTD | +123.0% | +53.3% | +69.7% | +33.5% |
| 1Y | +145.4% | +59.2% | +86.3% | +39.6% |
| 3Y | +368.6% | +157.1% | +211.5% | +37.5% |
| All | +486.8% | +118.2% | +368.6% | +129.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling