+367.1%
ASX vs FE
+47.6%
+319.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.2% | +0.1% | +12.1% | +12.2% |
| 7D | -9.1% | -0.5% | -8.6% | -9.3% |
| 30D | -23.6% | +4.3% | -27.9% | -22.7% |
| 3M | -5.6% | +0.4% | -6.0% | -5.4% |
| 6M | +4.7% | +6.9% | -2.3% | +6.0% |
| YTD | +122.6% | +8.0% | +114.6% | +125.6% |
| 1Y | +133.0% | +4.8% | +128.2% | +135.4% |
| 3Y | +367.1% | +49.0% | +318.2% | +357.4% |
| All | +367.1% | +47.6% | +319.5% | +357.4% |
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