+751.5%
ASX vs FND
+76.3%
+675.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.1% | +4.6% | +7.5% |
| 7D | -12.3% | +8.5% | -20.8% | -14.2% |
| 30D | -26.0% | +17.2% | -43.2% | -29.4% |
| 3M | -8.1% | -14.9% | +6.8% | -4.6% |
| 6M | +1.4% | +3.1% | -1.7% | -1.3% |
| YTD | +115.6% | -12.4% | +128.0% | +117.5% |
| 1Y | +128.0% | -10.0% | +138.0% | +127.6% |
| 3Y | +371.4% | -31.3% | +402.7% | +386.9% |
| 5Y | +469.4% | -60.3% | +529.7% | +552.7% |
| All | +751.5% | +76.3% | +675.2% | +596.5% |
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