+133.0%
ASX vs ADVB
-73.6%
+206.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.9% | +0.3% | +3.3% |
| 7D | -9.1% | -4.1% | -5.1% | -9.3% |
| 30D | -23.6% | -60.3% | +36.7% | -26.1% |
| 3M | -5.6% | -73.3% | +67.7% | -10.0% |
| 6M | +4.7% | -65.9% | +70.6% | +5.6% |
| YTD | +122.6% | -63.9% | +186.5% | +130.4% |
| 1Y | +133.0% | -74.1% | +207.2% | +141.9% |
| All | +133.0% | -73.6% | +206.6% | +141.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling