+2,396.6%
ASX vs BIL
+30.4%
+2,366.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.4% |
| 7D | -0.7% | +0.1% | -0.8% | -0.3% |
| 30D | +2.0% | +0.3% | +1.7% | +3.5% |
| 3M | -1.3% | +0.9% | -2.3% | +3.0% |
| 6M | +71.4% | +1.8% | +69.6% | +86.1% |
| YTD | +135.3% | +2.4% | +132.9% | +162.4% |
| 1Y | +267.5% | +3.7% | +263.8% | +333.9% |
| 3Y | +388.5% | +14.2% | +374.3% | +801.9% |
| 5Y | +417.1% | +19.4% | +397.7% | +1,093.4% |
| 10Y | +872.7% | +25.2% | +847.5% | +2,863.9% |
| All | +2,396.6% | +30.4% | +2,366.2% | +9,667.3% |
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 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