+2,979.8%
ASX vs GEN
+1,396.3%
+1,583.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.6% | +9.1% | +7.1% |
| 7D | -19.9% | +2.3% | -22.2% | -20.4% |
| 30D | -30.9% | +33.1% | -63.9% | -36.2% |
| 3M | -15.1% | +6.5% | -21.6% | -17.8% |
| 6M | -6.5% | +53.8% | -60.3% | -19.0% |
| YTD | +98.4% | +11.2% | +87.2% | +86.4% |
| 1Y | +107.9% | +19.4% | +88.5% | +91.3% |
| 3Y | +325.3% | +81.0% | +244.2% | +246.5% |
| 5Y | +447.3% | +33.4% | +413.9% | +375.6% |
| 10Y | +763.2% | +164.3% | +598.9% | +475.4% |
| All | +2,979.8% | +1,396.3% | +1,583.5% | +1,149.2% |
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