+432.3%
ASX vs GD
+97.9%
+334.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.7% |
| 7D | -0.7% | -5.3% | +4.5% | +0.8% |
| 30D | +2.0% | -6.4% | +8.4% | +3.8% |
| 3M | -1.3% | +5.7% | -7.0% | -3.5% |
| 6M | +71.4% | -0.9% | +72.4% | +71.2% |
| YTD | +135.3% | +8.2% | +127.2% | +127.1% |
| 1Y | +267.5% | +13.4% | +254.1% | +248.2% |
| 3Y | +388.5% | +68.5% | +320.0% | +296.9% |
| All | +432.3% | +97.9% | +334.4% | +299.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling