+486.8%
ASX vs EXEL
+281.2%
+205.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.8% |
| 7D | +12.4% | -0.8% | +13.2% | +12.6% |
| 30D | -19.8% | +13.1% | -32.9% | -21.3% |
| 3M | -10.3% | +36.3% | -46.7% | -15.0% |
| 6M | +1.2% | +34.5% | -33.3% | -4.1% |
| YTD | +123.0% | +57.4% | +65.6% | +104.8% |
| 1Y | +145.4% | +62.9% | +82.5% | +123.7% |
| 3Y | +368.6% | +229.5% | +139.1% | +257.3% |
| All | +486.8% | +281.2% | +205.6% | +324.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling