+299.6%
ASX vs BIL
+13.1%
+286.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | 0.0% | -20.8% | -20.7% |
| 7D | -33.3% | -0.3% | -33.0% | -34.1% |
| 30D | -36.5% | 0.0% | -36.4% | -35.9% |
| 3M | -19.2% | +0.3% | -19.5% | -13.4% |
| 6M | -10.2% | +1.2% | -11.4% | +7.1% |
| YTD | +86.5% | +2.4% | +84.0% | +143.1% |
| 1Y | +89.6% | +3.0% | +86.6% | +157.9% |
| All | +299.6% | +13.1% | +286.5% | +710.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling