+1,878.1%
ASX vs BIL
+30.3%
+1,847.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | 0.0% | -20.8% | -20.7% |
| 7D | -33.3% | -0.3% | -33.0% | -34.0% |
| 30D | -36.5% | 0.0% | -36.4% | -36.5% |
| 3M | -19.2% | +0.3% | -19.5% | -18.0% |
| 6M | -10.2% | +1.2% | -11.4% | -5.2% |
| YTD | +86.5% | +2.4% | +84.0% | +107.8% |
| 1Y | +89.6% | +3.0% | +86.6% | +117.0% |
| 3Y | +298.6% | +13.1% | +285.5% | +604.9% |
| 5Y | +414.3% | +19.4% | +394.9% | +1,087.1% |
| 10Y | +711.1% | +25.2% | +685.9% | +2,366.9% |
| All | +1,878.1% | +30.3% | +1,847.7% | +7,633.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling