+267.5%
ASX vs FND
-36.4%
+303.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.1% |
| 7D | -0.7% | -5.2% | +4.5% | +0.1% |
| 30D | +2.0% | -19.9% | +21.9% | +5.5% |
| 3M | -1.3% | +2.7% | -4.1% | -2.6% |
| 6M | +71.4% | -21.7% | +93.1% | +72.2% |
| YTD | +135.3% | -17.5% | +152.8% | +136.1% |
| 1Y | +267.5% | -39.3% | +306.8% | +273.8% |
| All | +267.5% | -36.4% | +303.8% | +273.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling