+3,552.3%
ASX vs FE
+443.4%
+3,108.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -0.7% | +1.9% | -2.7% | -1.3% |
| 30D | +2.0% | -1.2% | +3.1% | +2.3% |
| 3M | -1.3% | +3.5% | -4.8% | -2.8% |
| 6M | +71.4% | -6.1% | +77.5% | +73.5% |
| YTD | +135.3% | +7.6% | +127.7% | +128.6% |
| 1Y | +267.5% | +11.9% | +255.6% | +251.7% |
| 3Y | +388.5% | +48.4% | +340.0% | +320.4% |
| 5Y | +417.1% | +44.8% | +372.3% | +344.6% |
| 10Y | +872.7% | +115.9% | +756.9% | +601.2% |
| All | +3,552.3% | +443.4% | +3,108.9% | +2,422.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling