+2,793.8%
ASX vs EXC
+456.4%
+2,337.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.6% | -21.4% | -21.0% |
| 7D | -33.3% | +1.4% | -34.6% | -33.6% |
| 30D | -36.5% | +11.6% | -48.1% | -38.9% |
| 3M | -19.2% | +2.7% | -21.8% | -20.2% |
| 6M | -10.2% | +2.7% | -12.9% | -12.0% |
| YTD | +86.5% | +9.7% | +76.7% | +77.9% |
| 1Y | +89.6% | +4.5% | +85.1% | +83.7% |
| 3Y | +298.6% | +28.5% | +270.1% | +249.4% |
| 5Y | +414.3% | +43.9% | +370.3% | +326.9% |
| 10Y | +711.1% | +183.7% | +527.3% | +411.7% |
| All | +2,793.8% | +456.4% | +2,337.4% | +1,526.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling