+842.6%
ASX vs GEN
+166.9%
+675.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | 0.0% | +8.6% | +8.6% |
| 7D | -12.3% | -0.3% | -12.0% | -12.3% |
| 30D | -26.0% | +28.2% | -54.2% | -29.5% |
| 3M | -8.1% | +2.6% | -10.7% | -9.4% |
| 6M | +1.4% | +32.7% | -31.3% | -6.2% |
| YTD | +115.6% | +11.3% | +104.3% | +106.2% |
| 1Y | +128.0% | +17.9% | +110.1% | +115.0% |
| 3Y | +371.4% | +66.3% | +305.1% | +310.8% |
| 5Y | +469.4% | +31.7% | +437.7% | +412.2% |
| 10Y | +842.6% | +150.0% | +692.6% | +590.8% |
| All | +842.6% | +166.9% | +675.8% | +590.8% |
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