+392.6%
ASX vs BIL
+14.1%
+378.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.7% |
| 7D | -0.7% | +0.1% | -0.8% | +0.5% |
| 30D | +2.0% | +0.3% | +1.7% | +6.8% |
| 3M | -1.3% | +0.9% | -2.3% | +11.3% |
| 6M | +71.4% | +1.8% | +69.6% | +106.6% |
| YTD | +135.3% | +2.4% | +132.9% | +193.8% |
| 1Y | +267.5% | +3.7% | +263.8% | +398.5% |
| All | +392.6% | +14.1% | +378.5% | +578.2% |
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