+249.2%
ASX vs EXC
+4.7%
+244.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.7% | +5.4% | +6.5% |
| 7D | +6.3% | +1.2% | +5.1% | +7.1% |
| 30D | +6.4% | -2.7% | +9.1% | +4.5% |
| 3M | +13.1% | -1.0% | +14.1% | +12.1% |
| 6M | +90.3% | -9.3% | +99.6% | +83.9% |
| YTD | +149.6% | +3.6% | +146.0% | +152.7% |
| 1Y | +249.2% | +5.9% | +243.3% | +245.7% |
| All | +249.2% | +4.7% | +244.5% | +245.7% |
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 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