+62.4%
EWY vs ASX
+144.4%
-82.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.9% | +2.0% | +0.9% |
| 7D | -8.3% | -14.6% | +6.3% | +2.2% |
| 30D | -20.5% | -21.1% | +0.5% | -6.9% |
| 3M | -11.1% | -3.1% | -8.0% | -11.3% |
| 6M | -7.0% | +17.4% | -24.4% | -19.7% |
| YTD | +56.5% | +135.3% | -78.9% | -13.1% |
| 1Y | +62.4% | +146.5% | -84.1% | -12.2% |
| All | +62.4% | +144.4% | -82.0% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling