+1,007.5%
ASX vs BIL
+25.6%
+981.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.6% | +6.6% |
| 7D | +0.8% | +0.1% | +0.7% | +0.6% |
| 30D | -20.4% | 0.0% | -20.4% | -20.5% |
| 3M | -2.1% | +0.6% | -2.8% | -3.6% |
| 6M | +8.2% | +1.5% | +6.7% | +3.7% |
| YTD | +137.3% | +2.8% | +134.5% | +117.0% |
| 1Y | +155.0% | +3.3% | +151.7% | +129.0% |
| 3Y | +397.9% | +13.4% | +384.5% | +190.4% |
| 5Y | +529.2% | +19.8% | +509.4% | +168.7% |
| 10Y | +1,007.5% | +25.7% | +981.8% | +485.1% |
| All | +1,007.5% | +25.6% | +981.9% | +485.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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