+368.6%
ASX vs EXE
+21.0%
+347.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.9% | -2.2% |
| 7D | +12.4% | +5.3% | +7.1% | +11.4% |
| 30D | -19.8% | -2.2% | -17.6% | -19.5% |
| 3M | -10.3% | -5.9% | -4.4% | -9.5% |
| 6M | +1.2% | -5.7% | +6.9% | +1.7% |
| YTD | +123.0% | -17.8% | +140.9% | +130.2% |
| 1Y | +145.4% | -23.1% | +168.6% | +158.0% |
| 3Y | +368.6% | +21.2% | +347.4% | +322.2% |
| All | +368.6% | +21.0% | +347.7% | +322.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 3y: compounded portfolio wealth divided by compounded EXE 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…
3y analysis · Full analysis span regression · 6 months rolling