+842.6%
ASX vs EXC
+176.1%
+666.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.1% | +8.6% | +8.6% |
| 7D | -12.3% | -1.7% | -10.6% | -12.0% |
| 30D | -26.0% | +9.3% | -35.3% | -28.0% |
| 3M | -8.1% | +1.0% | -9.1% | -8.7% |
| 6M | +1.4% | +5.9% | -4.5% | -1.3% |
| YTD | +115.6% | +7.6% | +107.9% | +107.6% |
| 1Y | +128.0% | +2.4% | +125.6% | +122.9% |
| 3Y | +371.4% | +30.2% | +341.1% | +309.7% |
| 5Y | +469.4% | +41.4% | +428.1% | +369.3% |
| 10Y | +842.6% | +183.8% | +658.9% | +501.0% |
| All | +842.6% | +176.1% | +666.5% | +501.0% |
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