+230.2%
EWY vs ASX
+443.1%
-213.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.1% | -5.5% | -2.8% |
| 7D | +8.0% | +6.3% | +1.7% | +4.3% |
| 30D | +14.3% | +6.4% | +7.9% | +10.4% |
| 3M | +2.3% | +13.1% | -10.8% | -4.2% |
| 6M | +49.9% | +90.3% | -40.4% | +12.4% |
| YTD | +95.3% | +149.6% | -54.3% | +32.2% |
| 1Y | +161.7% | +249.2% | -87.4% | +55.7% |
| 3Y | +230.2% | +445.9% | -215.7% | +56.1% |
| All | +230.2% | +443.1% | -213.0% | +56.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling