+415.3%
ASX vs IBN
+68.5%
+346.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.2% | +2.2% | +4.5% |
| 7D | -19.9% | +15.1% | -35.0% | -25.5% |
| 30D | -30.9% | +21.6% | -52.5% | -37.9% |
| 3M | -15.1% | +11.2% | -26.3% | -20.2% |
| 6M | -6.5% | +27.8% | -34.2% | -18.5% |
| YTD | +98.4% | +14.7% | +83.8% | +82.9% |
| 1Y | +107.9% | +14.4% | +93.5% | +91.6% |
| 3Y | +325.3% | +52.1% | +273.2% | +215.6% |
| All | +415.3% | +68.5% | +346.8% | +246.2% |
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