+392.6%
ASX vs EXPE
+176.2%
+216.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.5% |
| 7D | -0.7% | -9.5% | +8.8% | +0.9% |
| 30D | +2.0% | -6.6% | +8.6% | +2.9% |
| 3M | -1.3% | +31.4% | -32.7% | -7.5% |
| 6M | +71.4% | +35.2% | +36.2% | +58.9% |
| YTD | +135.3% | +5.8% | +129.5% | +128.3% |
| 1Y | +267.5% | +38.7% | +228.8% | +231.2% |
| All | +392.6% | +176.2% | +216.4% | +277.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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