+447.1%
ASX vs BNY
+250.1%
+197.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +6.5% | -1.1% | +7.6% | +7.1% |
| 30D | +3.1% | +1.4% | +1.7% | +2.1% |
| 3M | +17.4% | +16.8% | +0.6% | +7.0% |
| 6M | +85.4% | +42.0% | +43.5% | +50.8% |
| YTD | +150.1% | +41.9% | +108.2% | +102.3% |
| 1Y | +256.3% | +59.2% | +197.1% | +169.1% |
| 3Y | +446.9% | +290.9% | +155.9% | +142.4% |
| 5Y | +447.1% | +259.0% | +188.0% | +148.3% |
| All | +447.1% | +250.1% | +197.0% | +148.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling