+1,007.5%
ASX vs GEN
+156.5%
+851.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.1% | +4.5% | +6.2% |
| 7D | +0.8% | -0.8% | +1.7% | +1.0% |
| 30D | -20.4% | +31.2% | -51.6% | -24.5% |
| 3M | -2.1% | +6.1% | -8.2% | -4.0% |
| 6M | +8.2% | +38.1% | -29.9% | -0.6% |
| YTD | +137.3% | +14.4% | +122.9% | +126.0% |
| 1Y | +155.0% | +15.1% | +139.9% | +142.4% |
| 3Y | +397.9% | +68.5% | +329.4% | +333.2% |
| 5Y | +529.2% | +35.8% | +493.4% | +463.1% |
| 10Y | +1,007.5% | +155.4% | +852.1% | +711.1% |
| All | +1,007.5% | +156.5% | +851.0% | +711.1% |
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