+3,552.3%
ASX vs FITB
+115.5%
+3,436.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -0.7% | +0.6% | -1.3% | -0.9% |
| 30D | +2.0% | -4.7% | +6.7% | +3.1% |
| 3M | -1.3% | +6.7% | -8.0% | -2.8% |
| 6M | +71.4% | +12.6% | +58.9% | +66.7% |
| YTD | +135.3% | +19.1% | +116.2% | +125.5% |
| 1Y | +267.5% | +22.6% | +244.8% | +249.0% |
| 3Y | +388.5% | +127.1% | +261.4% | +302.9% |
| 5Y | +417.1% | +71.8% | +345.3% | +349.0% |
| 10Y | +872.7% | +287.2% | +585.6% | +581.3% |
| All | +3,552.3% | +115.5% | +3,436.8% | +2,595.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling