+146.5%
ASX vs IBN
+4.2%
+142.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.8% | -7.7% | -5.0% |
| 7D | -14.6% | +8.9% | -23.5% | -17.0% |
| 30D | -21.1% | +12.6% | -33.7% | -25.3% |
| 3M | -3.1% | +3.1% | -6.1% | -3.6% |
| 6M | +17.4% | +20.6% | -3.2% | +4.9% |
| YTD | +135.3% | +5.8% | +129.5% | +126.8% |
| 1Y | +146.5% | +3.7% | +142.8% | +137.0% |
| All | +146.5% | +4.2% | +142.3% | +137.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling