+1,007.5%
ASX vs FITB
+226.2%
+781.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.4% | +6.2% | +6.5% |
| 7D | +0.8% | -0.6% | +1.4% | +1.3% |
| 30D | -20.4% | +7.0% | -27.5% | -22.1% |
| 3M | -2.1% | -4.8% | +2.6% | -0.4% |
| 6M | +8.2% | +13.5% | -5.3% | +3.4% |
| YTD | +137.3% | +19.1% | +118.2% | +122.0% |
| 1Y | +155.0% | +30.8% | +124.3% | +130.7% |
| 3Y | +397.9% | +141.6% | +256.3% | +259.7% |
| 5Y | +529.2% | +48.3% | +481.0% | +425.6% |
| 10Y | +1,007.5% | +215.9% | +791.6% | +609.0% |
| All | +1,007.5% | +226.2% | +781.3% | +609.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling