+414.3%
ASX vs FE
+46.2%
+368.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.2% | -20.6% | -20.8% |
| 7D | -33.3% | +0.6% | -33.9% | -33.3% |
| 30D | -36.5% | +6.4% | -42.9% | -36.7% |
| 3M | -19.2% | -0.5% | -18.7% | -19.2% |
| 6M | -10.2% | +4.7% | -15.0% | -10.9% |
| YTD | +86.5% | +8.4% | +78.1% | +83.9% |
| 1Y | +89.6% | +7.2% | +82.4% | +87.3% |
| 3Y | +298.6% | +44.9% | +253.7% | +261.0% |
| 5Y | +414.3% | +46.3% | +368.0% | +373.8% |
| All | +414.3% | +46.2% | +368.0% | +373.8% |
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