+3,552.3%
ASX vs EWT
+808.5%
+2,743.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.6% | -1.6% |
| 7D | -0.7% | +4.0% | -4.7% | -4.5% |
| 30D | +2.0% | +10.3% | -8.3% | -7.2% |
| 3M | -1.3% | +6.1% | -7.4% | -4.5% |
| 6M | +71.4% | +56.6% | +14.8% | +14.6% |
| YTD | +135.3% | +76.6% | +58.7% | +40.8% |
| 1Y | +267.5% | +97.9% | +169.6% | +98.2% |
| 3Y | +388.5% | +198.0% | +190.5% | +83.4% |
| 5Y | +417.1% | +151.8% | +265.3% | +136.2% |
| 10Y | +872.7% | +514.1% | +358.6% | +109.3% |
| All | +3,552.3% | +808.5% | +2,743.8% | +418.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling