+861.6%
ASX vs GD
+190.3%
+671.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.9% |
| 7D | -0.7% | -5.3% | +4.5% | +1.5% |
| 30D | +2.0% | -6.4% | +8.4% | +4.6% |
| 3M | -1.3% | +5.7% | -7.0% | -4.2% |
| 6M | +71.4% | -0.9% | +72.4% | +70.6% |
| YTD | +135.3% | +8.2% | +127.2% | +124.4% |
| 1Y | +267.5% | +13.4% | +254.1% | +242.6% |
| 3Y | +388.5% | +68.5% | +320.0% | +274.8% |
| 5Y | +417.1% | +97.2% | +319.9% | +262.8% |
| All | +861.6% | +190.3% | +671.3% | +453.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 10y: compounded portfolio wealth divided by compounded GD 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…
10y analysis · Full analysis span regression · 6 months rolling