+146.5%
ASX vs FGI
+38.7%
+107.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.0% | +1.0% | -3.8% |
| 7D | -14.6% | +3.3% | -17.9% | -14.7% |
| 30D | -21.1% | -2.0% | -19.0% | -21.0% |
| 3M | -3.1% | +60.3% | -63.3% | -6.5% |
| 6M | +17.4% | +0.7% | +16.6% | +15.2% |
| YTD | +135.3% | +30.2% | +105.1% | +124.2% |
| 1Y | +146.5% | +44.4% | +102.1% | +135.7% |
| All | +146.5% | +38.7% | +107.8% | +135.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling