+452.1%
ASX vs BNY
+287.0%
+165.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +5.2% | -1.3% | +6.5% | +6.0% |
| 30D | +0.5% | -0.2% | +0.6% | +0.5% |
| 3M | +8.3% | +14.9% | -6.6% | -0.4% |
| 6M | +82.0% | +40.0% | +42.1% | +49.2% |
| YTD | +147.6% | +42.0% | +105.6% | +99.8% |
| 1Y | +258.8% | +56.9% | +202.0% | +172.4% |
| 3Y | +452.1% | +289.9% | +162.2% | +163.1% |
| All | +452.1% | +287.0% | +165.0% | +163.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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