+477.7%
ASX vs FND
-61.9%
+539.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.6% | +10.7% | +7.5% |
| 7D | +6.3% | +0.4% | +5.9% | +6.0% |
| 30D | +6.4% | -23.6% | +30.0% | +15.0% |
| 3M | +13.1% | +4.3% | +8.8% | +9.9% |
| 6M | +90.3% | -20.3% | +110.6% | +99.9% |
| YTD | +149.6% | -21.3% | +170.9% | +161.1% |
| 1Y | +249.2% | -45.4% | +294.5% | +308.5% |
| 3Y | +445.9% | -48.9% | +494.8% | +516.9% |
| 5Y | +477.7% | -61.0% | +538.8% | +548.2% |
| All | +477.7% | -61.9% | +539.6% | +548.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling