+398.5%
ASX vs EXEL
+238.6%
+159.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.6% |
| 7D | +0.8% | -2.8% | +3.6% | +1.4% |
| 30D | -20.4% | +18.2% | -38.6% | -21.8% |
| 3M | -2.1% | +37.7% | -39.9% | -5.8% |
| 6M | +8.2% | +42.2% | -34.0% | +3.6% |
| YTD | +137.3% | +61.3% | +76.0% | +123.1% |
| 1Y | +155.0% | +64.5% | +90.5% | +139.1% |
| All | +398.5% | +238.6% | +159.9% | +352.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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