+887.2%
ASX vs GEN
+151.0%
+736.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.7% | +2.6% | +3.1% |
| 7D | -9.1% | +1.0% | -10.2% | -9.3% |
| 30D | -23.6% | +29.1% | -52.7% | -27.3% |
| 3M | -5.6% | +2.9% | -8.5% | -7.0% |
| 6M | +4.7% | +33.6% | -28.9% | -3.2% |
| YTD | +122.6% | +12.0% | +110.5% | +112.7% |
| 1Y | +133.0% | +16.2% | +116.8% | +120.6% |
| 3Y | +367.1% | +65.1% | +302.1% | +307.7% |
| 5Y | +504.7% | +33.3% | +471.4% | +442.8% |
| 10Y | +887.2% | +149.7% | +737.6% | +621.6% |
| All | +887.2% | +151.0% | +736.3% | +621.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling