+1,008.4%
ASX vs FE
+123.7%
+884.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -4.0% | -4.0% |
| 7D | +22.1% | -0.3% | +22.4% | +22.2% |
| 30D | -23.8% | +3.9% | -27.6% | -24.5% |
| 3M | -7.6% | -0.1% | -7.5% | -7.7% |
| 6M | +6.9% | +6.1% | +0.8% | +4.9% |
| YTD | +127.7% | +8.1% | +119.6% | +121.9% |
| 1Y | +144.5% | +4.4% | +140.1% | +140.3% |
| 3Y | +377.8% | +49.0% | +328.8% | +319.4% |
| 5Y | +498.2% | +46.1% | +452.1% | +424.3% |
| All | +1,008.4% | +123.7% | +884.7% | +826.2% |
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