+299.6%
ASX vs FE
+44.7%
+254.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.2% | -20.6% | -20.8% |
| 7D | -33.3% | +0.6% | -33.9% | -33.2% |
| 30D | -36.5% | +6.4% | -42.9% | -35.5% |
| 3M | -19.2% | -0.5% | -18.7% | -19.1% |
| 6M | -10.2% | +4.7% | -15.0% | -9.3% |
| YTD | +86.5% | +8.4% | +78.1% | +89.2% |
| 1Y | +89.6% | +7.2% | +82.4% | +92.3% |
| All | +299.6% | +44.7% | +254.9% | +297.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling