+155.0%
ASX vs FND
-14.8%
+169.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.7% | +7.3% | +6.7% |
| 7D | +0.8% | -4.4% | +5.2% | +1.7% |
| 30D | -20.4% | +14.5% | -34.9% | -21.9% |
| 3M | -2.1% | -15.6% | +13.5% | +1.7% |
| 6M | +8.2% | +4.7% | +3.5% | +6.5% |
| YTD | +137.3% | -16.1% | +153.4% | +136.5% |
| 1Y | +155.0% | -16.0% | +171.0% | +154.6% |
| All | +155.0% | -14.8% | +169.8% | +154.6% |
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