+2,793.8%
ASX vs GEN
+1,437.0%
+1,356.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.9% | -19.8% | -20.5% |
| 7D | -33.3% | +8.5% | -41.8% | -34.7% |
| 30D | -36.5% | +34.2% | -70.7% | -41.4% |
| 3M | -19.2% | +10.0% | -29.2% | -22.4% |
| 6M | -10.2% | +56.8% | -67.0% | -22.5% |
| YTD | +86.5% | +14.2% | +72.2% | +74.1% |
| 1Y | +89.6% | +20.8% | +68.8% | +74.2% |
| 3Y | +298.6% | +84.1% | +214.5% | +223.6% |
| 5Y | +414.3% | +37.1% | +377.2% | +344.1% |
| 10Y | +711.1% | +171.5% | +539.6% | +437.3% |
| All | +2,793.8% | +1,437.0% | +1,356.8% | +1,066.5% |
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