+249.2%
ASX vs IBN
-6.3%
+255.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.5% | +8.6% | +7.2% |
| 7D | +6.3% | -2.2% | +8.5% | +7.2% |
| 30D | +6.4% | -2.3% | +8.7% | +7.3% |
| 3M | +13.1% | +15.9% | -2.7% | +5.2% |
| 6M | +90.3% | +5.6% | +84.7% | +81.9% |
| YTD | +149.6% | -0.1% | +149.7% | +143.3% |
| 1Y | +249.2% | -6.5% | +255.7% | +235.5% |
| All | +249.2% | -6.3% | +255.5% | +235.5% |
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