+842.6%
ASX vs CHD
+181.4%
+661.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.8% | +6.8% | +8.5% |
| 7D | -12.3% | +0.8% | -13.1% | -12.3% |
| 30D | -26.0% | +13.5% | -39.5% | -26.6% |
| 3M | -8.1% | +8.1% | -16.2% | -8.5% |
| 6M | +1.4% | +19.9% | -18.5% | -0.3% |
| YTD | +115.6% | +34.0% | +81.6% | +108.7% |
| 1Y | +128.0% | +29.8% | +98.2% | +121.6% |
| 3Y | +371.4% | +28.7% | +342.7% | +350.6% |
| 5Y | +469.4% | +31.8% | +437.6% | +429.9% |
| 10Y | +842.6% | +178.2% | +664.5% | +661.3% |
| All | +842.6% | +181.4% | +661.3% | +661.3% |
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 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