+415.3%
ASX vs EXE
+61.0%
+354.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.9% | +7.3% | +6.6% |
| 7D | -19.9% | -6.6% | -13.4% | -18.8% |
| 30D | -30.9% | -4.0% | -26.9% | -30.3% |
| 3M | -15.1% | -7.5% | -7.6% | -14.0% |
| 6M | -6.5% | -11.7% | +5.2% | -4.8% |
| YTD | +98.4% | -22.0% | +120.4% | +106.3% |
| 1Y | +107.9% | -21.8% | +129.7% | +115.6% |
| 3Y | +325.3% | +8.0% | +317.3% | +306.8% |
| All | +415.3% | +61.0% | +354.3% | +370.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling