+7,014.6%
ASX vs BG
+1,131.5%
+5,883.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.6% |
| 7D | -0.7% | +2.8% | -3.5% | -1.6% |
| 30D | +2.0% | +12.0% | -10.1% | -1.5% |
| 3M | -1.3% | -7.7% | +6.4% | +0.5% |
| 6M | +71.4% | +4.5% | +66.9% | +67.7% |
| YTD | +135.3% | +35.7% | +99.6% | +113.1% |
| 1Y | +267.5% | +50.1% | +217.4% | +221.6% |
| 3Y | +388.5% | +12.6% | +375.9% | +355.8% |
| 5Y | +417.1% | +75.4% | +341.7% | +313.0% |
| 10Y | +872.7% | +150.5% | +722.3% | +557.0% |
| All | +7,014.6% | +1,131.5% | +5,883.1% | +3,204.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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