+325.3%
ASX vs IBN
+51.2%
+274.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.2% | +2.2% | +5.5% |
| 7D | -19.9% | +15.1% | -35.0% | -22.9% |
| 30D | -30.9% | +21.6% | -52.5% | -34.9% |
| 3M | -15.1% | +11.2% | -26.3% | -17.6% |
| 6M | -6.5% | +27.8% | -34.2% | -13.8% |
| YTD | +98.4% | +14.7% | +83.8% | +88.9% |
| 1Y | +107.9% | +14.4% | +93.5% | +97.9% |
| 3Y | +325.3% | +52.1% | +273.2% | +272.8% |
| All | +325.3% | +51.2% | +274.0% | +272.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling