+325.3%
ASX vs FTV
+33.2%
+292.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.1% | +6.5% | +6.5% |
| 7D | -19.9% | +0.2% | -20.1% | -19.5% |
| 30D | -30.9% | +15.7% | -46.5% | -35.8% |
| 3M | -15.1% | +7.5% | -22.6% | -18.0% |
| 6M | -6.5% | +8.5% | -14.9% | -10.4% |
| YTD | +98.4% | +18.8% | +79.6% | +77.3% |
| 1Y | +107.9% | +28.5% | +79.3% | +75.4% |
| 3Y | +325.3% | +34.0% | +291.3% | +238.5% |
| All | +325.3% | +33.2% | +292.1% | +238.5% |
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