+415.3%
ASX vs FE
+43.6%
+371.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -31.1% |
| 3M | -15.1% | 0.0% | -15.1% | -15.1% |
| 6M | -6.5% | +5.0% | -11.5% | -7.3% |
| YTD | +98.4% | +7.9% | +90.5% | +95.6% |
| 1Y | +107.9% | +6.3% | +101.5% | +105.3% |
| 3Y | +325.3% | +46.0% | +279.3% | +282.3% |
| All | +415.3% | +43.6% | +371.7% | +361.1% |
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