+107.9%
ASX vs EXC
+2.5%
+105.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.0% | +8.4% | +5.1% |
| 7D | -19.9% | -1.2% | -18.8% | -20.4% |
| 30D | -30.9% | +10.0% | -40.8% | -26.7% |
| 3M | -15.1% | +1.6% | -16.7% | -13.8% |
| 6M | -6.5% | +3.3% | -9.7% | -4.7% |
| YTD | +98.4% | +7.6% | +90.9% | +100.8% |
| 1Y | +107.9% | +3.5% | +104.4% | +112.5% |
| All | +107.9% | +2.5% | +105.4% | +112.5% |
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 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