+3,552.3%
ASX vs GFI
+2,889.6%
+662.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.3% |
| 7D | -0.7% | +3.1% | -3.8% | -1.0% |
| 30D | +2.0% | +27.1% | -25.1% | -0.2% |
| 3M | -1.3% | +21.2% | -22.5% | -3.2% |
| 6M | +71.4% | -4.5% | +75.9% | +71.2% |
| YTD | +135.3% | +11.7% | +123.6% | +131.7% |
| 1Y | +267.5% | +46.0% | +221.4% | +253.4% |
| 3Y | +388.5% | +309.6% | +78.9% | +327.4% |
| 5Y | +417.1% | +506.0% | -88.9% | +331.6% |
| 10Y | +872.7% | +1,009.2% | -136.5% | +645.5% |
| All | +3,552.3% | +2,889.6% | +662.7% | +4,160.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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