+89.6%
ASX vs GD
+6.0%
+83.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.3% | -18.4% | -20.8% |
| 7D | -33.3% | -3.9% | -29.4% | -33.5% |
| 30D | -36.5% | +8.1% | -44.5% | -35.6% |
| 3M | -19.2% | -6.8% | -12.4% | -18.9% |
| 6M | -10.2% | +3.0% | -13.2% | -9.5% |
| YTD | +86.5% | +7.8% | +78.7% | +81.5% |
| 1Y | +89.6% | +5.8% | +83.8% | +85.9% |
| All | +89.6% | +6.0% | +83.7% | +85.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling