+155.0%
ASX vs GEN
+18.5%
+136.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.1% | +4.5% | +6.9% |
| 7D | +0.8% | -0.8% | +1.7% | +0.7% |
| 30D | -20.4% | +31.2% | -51.6% | -17.1% |
| 3M | -2.1% | +6.1% | -8.2% | -0.8% |
| 6M | +8.2% | +38.1% | -29.9% | +9.6% |
| YTD | +137.3% | +14.4% | +122.9% | +131.2% |
| 1Y | +155.0% | +15.1% | +139.9% | +147.7% |
| All | +155.0% | +18.5% | +136.5% | +147.7% |
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