+146.5%
ASX vs EXC
+1.0%
+145.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.6% | -5.6% | -3.0% |
| 7D | -14.6% | +3.3% | -17.9% | -12.9% |
| 30D | -21.1% | +13.3% | -34.4% | -15.1% |
| 3M | -3.1% | +1.8% | -4.9% | -1.6% |
| 6M | +17.4% | +1.1% | +16.3% | +19.6% |
| YTD | +135.3% | +9.0% | +126.3% | +139.2% |
| 1Y | +146.5% | +3.4% | +143.1% | +154.3% |
| All | +146.5% | +1.0% | +145.5% | +154.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 1y: compounded portfolio wealth divided by compounded EXC 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…
1y analysis · Full analysis span regression · 6 months rolling