+378.4%
ASX vs FTV
+39.1%
+339.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -4.0% | -4.0% |
| 7D | +22.1% | +3.7% | +18.4% | +19.6% |
| 30D | -23.8% | +16.8% | -40.6% | -29.6% |
| 3M | -7.6% | +10.4% | -18.0% | -12.1% |
| 6M | +6.9% | +12.8% | -5.9% | +0.2% |
| YTD | +127.7% | +23.3% | +104.4% | +99.3% |
| 1Y | +144.5% | +31.0% | +113.5% | +104.9% |
| All | +378.4% | +39.1% | +339.3% | +278.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling