+267.5%
ASX vs GEN
+5.4%
+262.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | 0.0% |
| 7D | -0.7% | -1.2% | +0.5% | -0.8% |
| 30D | +2.0% | +10.1% | -8.2% | +3.0% |
| 3M | -1.3% | +16.1% | -17.4% | +1.2% |
| 6M | +71.4% | +38.9% | +32.6% | +68.9% |
| YTD | +135.3% | +14.4% | +120.9% | +131.8% |
| 1Y | +267.5% | +5.9% | +261.6% | +284.0% |
| All | +267.5% | +5.4% | +262.0% | +284.0% |
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