+107.9%
ASX vs FGI
+46.9%
+61.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.2% | +6.4% |
| 7D | -19.9% | -7.0% | -13.0% | -19.8% |
| 30D | -30.9% | -4.2% | -26.6% | -30.8% |
| 3M | -15.1% | +55.6% | -70.7% | -17.9% |
| 6M | -6.5% | -3.2% | -3.3% | -8.0% |
| YTD | +98.4% | +29.1% | +69.3% | +89.0% |
| 1Y | +107.9% | +51.0% | +56.9% | +98.8% |
| All | +107.9% | +46.9% | +61.0% | +98.8% |
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