+861.6%
ASX vs EXC
+153.9%
+707.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.5% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | +2.0% | -3.7% | +5.7% | +3.0% |
| 3M | -1.3% | -1.3% | 0.0% | -1.7% |
| 6M | +71.4% | -9.7% | +81.1% | +75.0% |
| YTD | +135.3% | +2.9% | +132.4% | +130.0% |
| 1Y | +267.5% | +4.4% | +263.1% | +256.1% |
| 3Y | +388.5% | +22.2% | +366.3% | +333.7% |
| 5Y | +417.1% | +46.7% | +370.4% | +315.5% |
| All | +861.6% | +153.9% | +707.7% | +516.5% |
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