+378.4%
ASX vs IBN
+56.7%
+321.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.8% |
| 7D | +22.1% | +5.7% | +16.4% | +20.6% |
| 30D | -23.8% | +20.5% | -44.3% | -27.8% |
| 3M | -7.6% | +15.2% | -22.9% | -11.3% |
| 6M | +6.9% | +34.5% | -27.6% | -3.0% |
| YTD | +127.7% | +16.4% | +111.3% | +116.1% |
| 1Y | +144.5% | +13.5% | +131.0% | +133.6% |
| All | +378.4% | +56.7% | +321.6% | +320.1% |
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