+486.8%
ASX vs FTV
+17.3%
+469.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | +12.4% | +3.9% | +8.5% | +9.7% |
| 30D | -19.8% | +18.7% | -38.5% | -27.8% |
| 3M | -10.3% | +10.0% | -20.3% | -15.3% |
| 6M | +1.2% | +14.6% | -13.3% | -7.3% |
| YTD | +123.0% | +23.4% | +99.6% | +90.7% |
| 1Y | +145.4% | +31.3% | +114.1% | +100.3% |
| 3Y | +368.6% | +39.8% | +328.8% | +258.6% |
| All | +486.8% | +17.3% | +469.5% | +376.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling