+371.4%
ASX vs BIL
+13.4%
+358.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | 0.0% | +8.6% | +8.7% |
| 7D | -12.3% | +0.1% | -12.4% | -11.9% |
| 30D | -26.0% | 0.0% | -26.0% | -25.2% |
| 3M | -8.1% | +0.6% | -8.7% | +1.7% |
| 6M | +1.4% | +1.5% | -0.1% | +25.3% |
| YTD | +115.6% | +2.8% | +112.8% | +191.1% |
| 1Y | +128.0% | +3.3% | +124.7% | +219.7% |
| 3Y | +371.4% | +13.4% | +358.0% | +764.5% |
| All | +371.4% | +13.4% | +358.0% | +764.5% |
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