+107.9%
ASX vs FE
+5.1%
+102.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.4% | +7.8% | +5.7% |
| 7D | -19.9% | -1.0% | -18.9% | -20.3% |
| 30D | -30.9% | +4.1% | -35.0% | -29.5% |
| 3M | -15.1% | -1.0% | -14.1% | -15.3% |
| 6M | -6.5% | +4.0% | -10.5% | -5.8% |
| YTD | +98.4% | +6.8% | +91.6% | +95.1% |
| 1Y | +107.9% | +5.3% | +102.6% | +105.2% |
| All | +107.9% | +5.1% | +102.7% | +105.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling