+133.0%
ASX vs FITB
+30.6%
+102.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.6% | +3.4% |
| 7D | -9.1% | +0.5% | -9.6% | -9.0% |
| 30D | -23.6% | +7.0% | -30.6% | -24.7% |
| 3M | -5.6% | -4.4% | -1.3% | -4.3% |
| 6M | +4.7% | +11.6% | -6.9% | +2.9% |
| YTD | +122.6% | +18.6% | +104.0% | +108.8% |
| 1Y | +133.0% | +29.8% | +103.2% | +111.3% |
| All | +133.0% | +30.6% | +102.4% | +111.3% |
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