+799.3%
ASX vs FND
+61.4%
+737.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.4% | +0.3% | -2.8% |
| 7D | +22.1% | -5.1% | +27.2% | +23.9% |
| 30D | -23.8% | +9.2% | -33.0% | -25.9% |
| 3M | -7.6% | -17.7% | +10.1% | -3.2% |
| 6M | +6.9% | +2.5% | +4.5% | +4.3% |
| YTD | +127.7% | -19.8% | +147.5% | +135.2% |
| 1Y | +144.5% | -22.7% | +167.2% | +154.7% |
| 3Y | +377.8% | -38.3% | +416.1% | +408.1% |
| 5Y | +498.2% | -63.0% | +561.2% | +598.8% |
| All | +799.3% | +61.4% | +737.9% | +653.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling