+486.8%
ASX vs IBN
+73.5%
+413.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -2.2% |
| 7D | +12.4% | +1.9% | +10.5% | +11.5% |
| 30D | -19.8% | +22.1% | -41.9% | -27.9% |
| 3M | -10.3% | +17.1% | -27.4% | -17.9% |
| 6M | +1.2% | +35.5% | -34.3% | -14.3% |
| YTD | +123.0% | +16.8% | +106.2% | +103.9% |
| 1Y | +145.4% | +12.4% | +133.0% | +128.9% |
| 3Y | +368.6% | +58.0% | +310.6% | +240.2% |
| All | +486.8% | +73.5% | +413.3% | +278.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling