+861.6%
ASX vs FN
+900.0%
-38.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | -0.8% |
| 7D | -0.7% | -1.7% | +1.0% | -0.2% |
| 30D | +2.0% | -22.0% | +24.0% | +9.9% |
| 3M | -1.3% | -43.0% | +41.7% | +17.6% |
| 6M | +71.4% | -27.7% | +99.2% | +86.4% |
| YTD | +135.3% | -10.5% | +145.8% | +136.5% |
| 1Y | +267.5% | +12.5% | +255.0% | +241.2% |
| 3Y | +388.5% | +153.8% | +234.7% | +232.0% |
| 5Y | +417.1% | +288.0% | +129.1% | +196.7% |
| All | +861.6% | +900.0% | -38.4% | +343.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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