+432.3%
ASX vs CHD
+23.9%
+408.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.2% |
| 7D | -0.7% | -2.7% | +2.0% | -1.1% |
| 30D | +2.0% | -4.6% | +6.6% | +1.4% |
| 3M | -1.3% | +5.0% | -6.4% | -0.6% |
| 6M | +71.4% | -3.2% | +74.7% | +72.0% |
| YTD | +135.3% | +18.6% | +116.7% | +138.6% |
| 1Y | +267.5% | +4.8% | +262.7% | +270.9% |
| 3Y | +388.5% | +6.1% | +382.3% | +389.7% |
| All | +432.3% | +23.9% | +408.4% | +433.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling