+267.5%
ASX vs BROS
-35.3%
+302.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -0.7% | -6.7% | +6.0% | -0.1% |
| 30D | +2.0% | -29.1% | +31.1% | +5.0% |
| 3M | -1.3% | -16.7% | +15.4% | -0.9% |
| 6M | +71.4% | -11.6% | +83.0% | +70.7% |
| YTD | +135.3% | -23.9% | +159.2% | +135.1% |
| 1Y | +267.5% | -34.8% | +302.3% | +216.6% |
| All | +267.5% | -35.3% | +302.8% | +216.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 1y: compounded portfolio wealth divided by compounded BROS 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…
1y analysis · Full analysis span regression · 6 months rolling