+263.2%
ASX vs ADVB
-97.4%
+360.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.5% | +5.1% | +8.6% |
| 7D | -12.3% | -1.2% | -11.1% | -12.3% |
| 30D | -26.0% | -61.4% | +35.4% | -26.9% |
| 3M | -8.1% | -67.8% | +59.7% | -9.4% |
| 6M | +1.4% | -66.9% | +68.3% | +1.5% |
| YTD | +115.6% | -64.9% | +180.5% | +115.8% |
| 1Y | +128.0% | -74.8% | +202.8% | +131.0% |
| All | +263.2% | -97.4% | +360.6% | +323.4% |
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