+146.5%
ASX vs GEN
+20.2%
+126.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.0% | -7.9% | -3.3% |
| 7D | -14.6% | +26.9% | -41.5% | -11.5% |
| 30D | -21.1% | +38.6% | -59.7% | -17.1% |
| 3M | -3.1% | +9.7% | -12.8% | -1.3% |
| 6M | +17.4% | +58.9% | -41.5% | +16.9% |
| YTD | +135.3% | +15.3% | +120.0% | +128.8% |
| 1Y | +146.5% | +21.8% | +124.7% | +138.5% |
| All | +146.5% | +20.2% | +126.3% | +138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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