+249.2%
ASX vs BROS
-30.1%
+279.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.5% | +7.6% | +6.2% |
| 7D | +6.3% | -0.9% | +7.2% | +6.4% |
| 30D | +6.4% | -13.5% | +19.9% | +8.0% |
| 3M | +13.1% | -18.4% | +31.6% | +13.9% |
| 6M | +90.3% | -10.6% | +100.9% | +88.8% |
| YTD | +149.6% | -25.1% | +174.7% | +150.7% |
| 1Y | +249.2% | -28.6% | +277.8% | +210.0% |
| All | +249.2% | -30.1% | +279.3% | +210.0% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling