+748.4%
ASX vs FE
+107.4%
+641.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.9% | +6.5% |
| 7D | -19.9% | 0.0% | -19.9% | -19.9% |
| 30D | -30.9% | +5.2% | -36.1% | -31.7% |
| 3M | -15.1% | 0.0% | -15.1% | -15.2% |
| 6M | -6.5% | +5.0% | -11.5% | -8.0% |
| YTD | +98.4% | +7.9% | +90.5% | +93.5% |
| 1Y | +107.9% | +6.3% | +101.5% | +103.3% |
| 3Y | +325.3% | +46.0% | +279.3% | +275.3% |
| 5Y | +447.3% | +45.6% | +401.7% | +379.5% |
| All | +748.4% | +107.4% | +641.0% | +618.7% |
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