+504.7%
ASX vs GPC
+7.2%
+497.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +4.0% | +3.5% |
| 7D | -9.1% | +0.4% | -9.5% | -9.1% |
| 30D | -23.6% | -1.8% | -21.8% | -23.4% |
| 3M | -5.6% | -6.6% | +1.0% | -4.3% |
| 6M | +4.7% | +21.3% | -16.6% | -3.1% |
| YTD | +122.6% | +4.3% | +118.3% | +113.7% |
| 1Y | +133.0% | +3.3% | +129.8% | +124.2% |
| 3Y | +367.1% | +0.8% | +366.4% | +328.5% |
| 5Y | +504.7% | +7.4% | +497.3% | +388.4% |
| All | +504.7% | +7.2% | +497.5% | +388.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling