+2,979.8%
ASX vs EWT
+622.7%
+2,357.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.9% | +2.5% | +2.5% |
| 7D | -19.9% | -11.7% | -8.2% | -8.1% |
| 30D | -30.9% | -23.2% | -7.7% | -8.1% |
| 3M | -15.1% | -12.5% | -2.6% | -0.3% |
| 6M | -6.5% | -5.9% | -0.6% | +5.2% |
| YTD | +98.4% | +40.5% | +58.0% | +52.8% |
| 1Y | +107.9% | +43.7% | +64.1% | +56.8% |
| 3Y | +325.3% | +136.6% | +188.6% | +105.7% |
| 5Y | +447.3% | +105.1% | +342.2% | +214.0% |
| 10Y | +763.2% | +387.0% | +376.3% | +140.0% |
| All | +2,979.8% | +622.7% | +2,357.0% | +462.6% |
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