+2,979.8%
ASX vs EXEL
+123.5%
+2,856.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.3% | +5.2% | +6.3% |
| 7D | -19.9% | +0.3% | -20.2% | -19.8% |
| 30D | -30.9% | +19.0% | -49.9% | -32.4% |
| 3M | -15.1% | +33.3% | -48.4% | -18.2% |
| 6M | -6.5% | +42.9% | -49.3% | -10.8% |
| YTD | +98.4% | +58.7% | +39.7% | +86.5% |
| 1Y | +107.9% | +70.5% | +37.3% | +93.4% |
| 3Y | +325.3% | +233.8% | +91.4% | +257.6% |
| 5Y | +447.3% | +259.3% | +188.0% | +352.0% |
| 10Y | +763.2% | +484.1% | +279.1% | +530.4% |
| All | +2,979.8% | +123.5% | +2,856.2% | +1,487.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling