+146.5%
ASX vs FITB
+36.9%
+109.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.5% | -5.4% | -4.3% |
| 7D | -14.6% | +2.3% | -16.9% | -15.1% |
| 30D | -21.1% | +7.7% | -28.8% | -22.5% |
| 3M | -3.1% | -4.5% | +1.4% | -1.9% |
| 6M | +17.4% | +12.5% | +4.9% | +14.9% |
| YTD | +135.3% | +19.8% | +115.5% | +119.1% |
| 1Y | +146.5% | +34.1% | +112.4% | +116.9% |
| All | +146.5% | +36.9% | +109.6% | +116.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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