+829.6%
ASX vs FND
+66.0%
+763.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.3% |
| 7D | -0.7% | -5.2% | +4.5% | +0.7% |
| 30D | +2.0% | -19.9% | +21.9% | +8.1% |
| 3M | -1.3% | +2.7% | -4.1% | -3.1% |
| 6M | +71.4% | -21.7% | +93.1% | +80.6% |
| YTD | +135.3% | -17.5% | +152.8% | +142.6% |
| 1Y | +267.5% | -39.3% | +306.8% | +310.2% |
| 3Y | +388.5% | -49.8% | +438.2% | +453.9% |
| 5Y | +417.1% | -60.1% | +477.2% | +494.6% |
| All | +829.6% | +66.0% | +763.5% | +676.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling