+299.6%
ASX vs FGI
+2.3%
+297.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | 0.0% | -20.7% | -20.8% |
| 7D | -33.3% | -11.6% | -21.7% | -33.2% |
| 30D | -36.5% | -3.3% | -33.2% | -36.4% |
| 3M | -19.2% | +65.6% | -84.8% | -20.7% |
| 6M | -10.2% | -2.8% | -7.4% | -11.3% |
| YTD | +86.5% | +30.1% | +56.3% | +82.7% |
| 1Y | +89.6% | +50.2% | +39.5% | +85.9% |
| All | +299.6% | +2.3% | +297.3% | +300.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling