+1,199.3%
EWY vs ASX
+3,326.1%
-2,126.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.3% | -1.0% |
| 7D | +4.2% | +12.4% | -8.2% | -0.6% |
| 30D | -10.7% | -19.8% | +9.1% | -3.1% |
| 3M | -20.1% | -10.3% | -9.7% | -17.1% |
| 6M | -24.3% | +1.2% | -25.5% | -24.7% |
| YTD | +46.9% | +123.0% | -76.2% | +8.8% |
| 1Y | +55.2% | +145.4% | -90.2% | +10.8% |
| 3Y | +157.0% | +368.6% | -211.7% | +39.1% |
| 5Y | +98.9% | +486.0% | -387.2% | -4.2% |
| 10Y | +226.3% | +941.0% | -714.7% | +17.2% |
| All | +1,199.3% | +3,326.1% | -2,126.8% | +103.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling