+146.5%
ASX vs FTV
+37.8%
+108.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.3% | -6.2% | -4.5% |
| 7D | -14.6% | +6.6% | -21.2% | -16.1% |
| 30D | -21.1% | +19.1% | -40.2% | -24.6% |
| 3M | -3.1% | +13.1% | -16.2% | -6.2% |
| 6M | +17.4% | +14.0% | +3.4% | +14.0% |
| YTD | +135.3% | +24.2% | +111.1% | +124.0% |
| 1Y | +146.5% | +36.4% | +110.1% | +133.2% |
| All | +146.5% | +37.8% | +108.7% | +133.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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