+325.3%
ASX vs FND
-36.7%
+362.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.9% | +6.5% |
| 7D | -19.9% | +7.7% | -27.6% | -21.2% |
| 30D | -30.9% | +11.9% | -42.7% | -32.6% |
| 3M | -15.1% | -14.6% | -0.5% | -12.2% |
| 6M | -6.5% | +0.5% | -6.9% | -7.8% |
| YTD | +98.4% | -15.8% | +114.3% | +101.7% |
| 1Y | +107.9% | -12.9% | +120.8% | +109.0% |
| 3Y | +325.3% | -34.2% | +359.4% | +331.1% |
| All | +325.3% | -36.7% | +362.0% | +331.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling