+432.3%
ASX vs FE
+45.0%
+387.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -0.7% | +1.9% | -2.7% | -0.9% |
| 30D | +2.0% | -1.2% | +3.1% | +2.1% |
| 3M | -1.3% | +3.5% | -4.8% | -2.0% |
| 6M | +71.4% | -6.1% | +77.5% | +72.6% |
| YTD | +135.3% | +7.6% | +127.7% | +132.1% |
| 1Y | +267.5% | +11.9% | +255.6% | +259.3% |
| 3Y | +388.5% | +48.4% | +340.0% | +337.7% |
| All | +432.3% | +45.0% | +387.3% | +356.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling