+229.2%
ASX vs FTV
+20.0%
+209.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.5% |
| 7D | -0.7% | -4.5% | +3.8% | +0.5% |
| 30D | +2.0% | -7.1% | +9.0% | +4.0% |
| 3M | -1.3% | -7.2% | +5.8% | +1.2% |
| 6M | +71.4% | -1.5% | +72.9% | +72.3% |
| YTD | +135.3% | +3.5% | +131.9% | +134.6% |
| All | +229.2% | +20.0% | +209.1% | +217.1% |
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