+748.4%
ASX vs FE
+105.3%
+643.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.4% | +7.8% | +6.7% |
| 7D | -19.9% | -1.0% | -18.9% | -19.8% |
| 30D | -30.9% | +4.1% | -35.0% | -31.6% |
| 3M | -15.1% | -1.0% | -14.1% | -15.0% |
| 6M | -6.5% | +4.0% | -10.5% | -7.9% |
| YTD | +98.4% | +6.8% | +91.6% | +93.9% |
| 1Y | +107.9% | +5.3% | +102.6% | +103.7% |
| 3Y | +325.3% | +44.6% | +280.7% | +276.0% |
| 5Y | +447.3% | +44.2% | +403.1% | +380.5% |
| All | +748.4% | +105.3% | +643.1% | +620.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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