+406.2%
ASX vs IBN
+34.1%
+372.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | -0.7% | +1.4% | -2.1% | -1.3% |
| 30D | +2.0% | -0.3% | +2.3% | +2.0% |
| 3M | -1.3% | +17.1% | -18.4% | -7.2% |
| 6M | +71.4% | +3.4% | +68.0% | +67.9% |
| YTD | +135.3% | +2.5% | +132.8% | +131.2% |
| 1Y | +267.5% | -4.2% | +271.6% | +267.0% |
| All | +406.2% | +34.1% | +372.2% | +349.9% |
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