+432.3%
ASX vs FTV
+2.3%
+430.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.8% |
| 7D | -0.7% | -4.5% | +3.8% | +2.2% |
| 30D | +2.0% | -7.1% | +9.0% | +6.9% |
| 3M | -1.3% | -7.2% | +5.8% | +3.0% |
| 6M | +71.4% | -1.5% | +72.9% | +71.9% |
| YTD | +135.3% | +3.5% | +131.9% | +124.3% |
| 1Y | +267.5% | +20.3% | +247.1% | +211.9% |
| 3Y | +388.5% | -3.1% | +391.6% | +380.6% |
| All | +432.3% | +2.3% | +430.0% | +352.1% |
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 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