+155.0%
ASX vs BEN
+68.9%
+86.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.6% | +6.6% |
| 7D | +0.8% | +7.2% | -6.3% | -3.2% |
| 30D | -20.4% | +14.1% | -34.5% | -26.2% |
| 3M | -2.1% | +9.9% | -12.1% | -7.5% |
| 6M | +8.2% | +17.4% | -9.2% | -0.2% |
| YTD | +137.3% | +57.3% | +80.0% | +91.2% |
| 1Y | +155.0% | +66.9% | +88.1% | +99.8% |
| All | +155.0% | +68.9% | +86.1% | +99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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