+3,361.5%
ASX vs GFI
+2,206.7%
+1,154.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -2.0% | -2.0% |
| 7D | +12.4% | -8.7% | +21.1% | +13.3% |
| 30D | -19.8% | +0.6% | -20.4% | -19.9% |
| 3M | -10.3% | -7.5% | -2.8% | -9.9% |
| 6M | +1.2% | -18.3% | +19.6% | +2.5% |
| YTD | +123.0% | -13.8% | +136.8% | +124.2% |
| 1Y | +145.4% | -8.8% | +154.3% | +145.4% |
| 3Y | +368.6% | +215.8% | +152.8% | +319.3% |
| 5Y | +486.0% | +301.2% | +184.8% | +405.4% |
| 10Y | +941.0% | +1,284.4% | -343.4% | +689.9% |
| All | +3,361.5% | +2,206.7% | +1,154.8% | +4,022.8% |
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