+299.6%
ASX vs FN
+80.0%
+219.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -14.2% | -6.5% | -15.1% |
| 7D | -33.3% | -16.0% | -17.3% | -28.2% |
| 30D | -36.5% | -40.1% | +3.6% | -22.6% |
| 3M | -19.2% | -43.9% | +24.7% | -0.3% |
| 6M | -10.2% | -55.6% | +45.4% | +19.3% |
| YTD | +86.5% | -35.7% | +122.1% | +112.9% |
| 1Y | +89.6% | -39.8% | +129.5% | +120.1% |
| All | +299.6% | +80.0% | +219.6% | +201.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling