+985.8%
ASX vs CHD
+196.1%
+789.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.5% | -2.1% |
| 7D | +12.4% | +3.6% | +8.8% | +12.2% |
| 30D | -19.8% | +10.4% | -30.2% | -20.2% |
| 3M | -10.3% | +12.2% | -22.5% | -10.9% |
| 6M | +1.2% | +19.9% | -18.7% | -0.3% |
| YTD | +123.0% | +36.4% | +86.6% | +115.7% |
| 1Y | +145.4% | +35.1% | +110.3% | +137.5% |
| 3Y | +368.6% | +29.2% | +339.4% | +348.7% |
| 5Y | +486.0% | +33.4% | +452.6% | +445.4% |
| All | +985.8% | +196.1% | +789.7% | +764.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling