+3,552.3%
ASX vs GEN
+1,439.5%
+2,112.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.8% |
| 7D | -0.7% | -1.2% | +0.5% | -0.5% |
| 30D | +2.0% | +10.1% | -8.2% | -0.7% |
| 3M | -1.3% | +16.1% | -17.4% | -5.9% |
| 6M | +71.4% | +38.9% | +32.6% | +54.6% |
| YTD | +135.3% | +14.4% | +120.9% | +122.6% |
| 1Y | +267.5% | +5.9% | +261.6% | +254.3% |
| 3Y | +388.5% | +58.8% | +329.7% | +318.1% |
| 5Y | +417.1% | +24.7% | +392.4% | +363.9% |
| 10Y | +872.7% | +163.1% | +709.7% | +558.3% |
| All | +3,552.3% | +1,439.5% | +2,112.8% | +1,391.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling