+432.3%
ASX vs FITB
+71.5%
+360.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -0.7% | +0.6% | -1.3% | -1.0% |
| 30D | +2.0% | -4.7% | +6.7% | +4.0% |
| 3M | -1.3% | +6.7% | -8.0% | -4.0% |
| 6M | +71.4% | +12.6% | +58.9% | +62.7% |
| YTD | +135.3% | +19.1% | +116.2% | +116.8% |
| 1Y | +267.5% | +22.6% | +244.8% | +232.8% |
| 3Y | +388.5% | +127.1% | +261.4% | +231.8% |
| All | +432.3% | +71.5% | +360.8% | +324.3% |
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 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