+432.3%
ASX vs FFIV
+91.3%
+341.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -0.7% | -1.0% | +0.2% | -0.3% |
| 30D | +2.0% | -5.1% | +7.1% | +4.6% |
| 3M | -1.3% | -4.5% | +3.1% | +1.2% |
| 6M | +71.4% | +36.5% | +35.0% | +44.2% |
| YTD | +135.3% | +53.0% | +82.4% | +84.0% |
| 1Y | +267.5% | +24.2% | +243.3% | +218.0% |
| 3Y | +388.5% | +137.2% | +251.3% | +171.5% |
| All | +432.3% | +91.3% | +341.0% | +224.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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