+249.2%
ASX vs FND
-44.9%
+294.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.6% | +10.7% | +6.7% |
| 7D | +6.3% | +0.4% | +5.9% | +6.1% |
| 30D | +6.4% | -23.6% | +30.0% | +10.7% |
| 3M | +13.1% | +4.3% | +8.8% | +11.2% |
| 6M | +90.3% | -20.3% | +110.6% | +91.2% |
| YTD | +149.6% | -21.3% | +170.9% | +151.9% |
| 1Y | +249.2% | -45.4% | +294.5% | +240.2% |
| All | +249.2% | -44.9% | +294.0% | +240.2% |
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