+886.1%
ASX vs FND
+58.4%
+827.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.6% | +10.7% | +7.4% |
| 7D | +6.3% | +0.4% | +5.9% | +6.1% |
| 30D | +6.4% | -23.6% | +30.0% | +14.2% |
| 3M | +13.1% | +4.3% | +8.8% | +10.4% |
| 6M | +90.3% | -20.3% | +110.6% | +99.1% |
| YTD | +149.6% | -21.3% | +170.9% | +160.5% |
| 1Y | +249.2% | -45.4% | +294.5% | +301.4% |
| 3Y | +445.9% | -48.9% | +494.8% | +514.5% |
| 5Y | +477.7% | -61.0% | +538.8% | +568.4% |
| All | +886.1% | +58.4% | +827.7% | +734.1% |
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