+887.2%
ASX vs EXC
+183.9%
+703.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.5% | +3.3% |
| 7D | -9.1% | +0.1% | -9.2% | -9.3% |
| 30D | -23.6% | +9.0% | -32.6% | -25.6% |
| 3M | -5.6% | +3.3% | -8.9% | -6.7% |
| 6M | +4.7% | +5.7% | -1.0% | +1.9% |
| YTD | +122.6% | +7.3% | +115.2% | +114.5% |
| 1Y | +133.0% | +2.9% | +130.1% | +127.4% |
| 3Y | +367.1% | +29.3% | +337.8% | +307.0% |
| 5Y | +504.7% | +40.1% | +464.7% | +400.1% |
| 10Y | +887.2% | +197.7% | +689.6% | +524.7% |
| All | +887.2% | +183.9% | +703.3% | +524.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling