+415.3%
ASX vs CHD
+30.9%
+384.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.8% | +8.2% | +6.1% |
| 7D | -19.9% | +2.0% | -21.9% | -19.6% |
| 30D | -30.9% | +13.0% | -43.9% | -29.4% |
| 3M | -15.1% | +6.1% | -21.2% | -13.9% |
| 6M | -6.5% | +15.9% | -22.3% | -4.0% |
| YTD | +98.4% | +31.6% | +66.8% | +104.6% |
| 1Y | +107.9% | +28.5% | +79.4% | +114.3% |
| 3Y | +325.3% | +30.5% | +294.8% | +330.4% |
| All | +415.3% | +30.9% | +384.4% | +402.3% |
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