+146.5%
ASX vs CHD
+30.9%
+115.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.6% | -6.6% | -1.9% |
| 7D | -14.6% | +6.9% | -21.5% | -9.7% |
| 30D | -21.1% | +17.1% | -38.2% | -10.8% |
| 3M | -3.1% | +9.1% | -12.2% | +4.8% |
| 6M | +17.4% | +21.4% | -4.0% | +36.4% |
| YTD | +135.3% | +34.9% | +100.5% | +189.6% |
| 1Y | +146.5% | +31.0% | +115.5% | +200.3% |
| All | +146.5% | +30.9% | +115.6% | +200.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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