+415.3%
ASX vs BIL
+19.4%
+395.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.4% | +6.3% |
| 7D | -19.9% | -0.3% | -19.7% | -19.5% |
| 30D | -30.9% | 0.0% | -30.9% | -30.9% |
| 3M | -15.1% | +0.3% | -15.4% | -15.7% |
| 6M | -6.5% | +1.2% | -7.7% | -10.5% |
| YTD | +98.4% | +2.5% | +96.0% | +76.5% |
| 1Y | +107.9% | +3.0% | +104.8% | +78.3% |
| 3Y | +325.3% | +13.2% | +312.1% | +36.3% |
| All | +415.3% | +19.4% | +395.9% | -52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling