+498.2%
ASX vs FITB
+47.5%
+450.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.7% |
| 7D | +22.1% | +0.8% | +21.3% | +21.7% |
| 30D | -23.8% | +7.3% | -31.1% | -25.8% |
| 3M | -7.6% | -6.3% | -1.3% | -5.0% |
| 6M | +6.9% | +12.6% | -5.6% | +1.6% |
| YTD | +127.7% | +18.0% | +109.7% | +110.5% |
| 1Y | +144.5% | +28.9% | +115.6% | +117.3% |
| 3Y | +377.8% | +139.4% | +238.4% | +214.5% |
| 5Y | +498.2% | +47.2% | +451.0% | +402.0% |
| All | +498.2% | +47.5% | +450.7% | +402.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling