+144.5%
ASX vs EXC
+3.2%
+141.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.1% | -4.0% |
| 7D | +22.1% | -1.9% | +24.0% | +20.6% |
| 30D | -23.8% | +7.8% | -31.5% | -19.9% |
| 3M | -7.6% | +1.9% | -9.5% | -6.1% |
| 6M | +6.9% | +3.4% | +3.6% | +8.9% |
| YTD | +127.7% | +7.6% | +120.1% | +129.9% |
| 1Y | +144.5% | +2.1% | +142.4% | +150.6% |
| All | +144.5% | +3.2% | +141.3% | +150.6% |
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