+858.4%
ASX vs GPC
+83.6%
+774.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.2% |
| 7D | -0.7% | +1.2% | -1.9% | -1.2% |
| 30D | +2.0% | +6.0% | -4.0% | -0.3% |
| 3M | -1.3% | +42.6% | -44.0% | -15.2% |
| 6M | +71.4% | +22.8% | +48.7% | +56.1% |
| YTD | +135.3% | +15.5% | +119.9% | +117.4% |
| 1Y | +267.5% | +2.0% | +265.4% | +255.4% |
| 3Y | +388.5% | -1.4% | +389.9% | +361.0% |
| 5Y | +417.1% | +30.6% | +386.5% | +323.8% |
| All | +858.4% | +83.6% | +774.8% | +554.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 10y: compounded portfolio wealth divided by compounded GPC 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…
10y analysis · Full analysis span regression · 6 months rolling