+234.3%
ASX vs ADVB
-97.5%
+331.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.2% | +2.2% | +6.4% |
| 7D | -19.9% | -13.9% | -6.0% | -20.0% |
| 30D | -30.9% | -68.1% | +37.2% | -32.0% |
| 3M | -15.1% | -73.4% | +58.3% | -16.5% |
| 6M | -6.5% | -70.8% | +64.3% | -6.4% |
| YTD | +98.4% | -66.1% | +164.5% | +98.6% |
| 1Y | +107.9% | -77.5% | +185.4% | +111.3% |
| All | +234.3% | -97.5% | +331.8% | +289.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 10y: compounded portfolio wealth divided by compounded ADVB 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…
10y analysis · Full analysis span regression · 6 months rolling