+432.3%
ASX vs IBN
+61.6%
+370.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.6% |
| 7D | -0.7% | +1.4% | -2.1% | -1.5% |
| 30D | +2.0% | -0.3% | +2.3% | +2.0% |
| 3M | -1.3% | +17.1% | -18.4% | -9.3% |
| 6M | +71.4% | +3.4% | +68.0% | +67.8% |
| YTD | +135.3% | +2.5% | +132.8% | +131.3% |
| 1Y | +267.5% | -4.2% | +271.6% | +271.9% |
| 3Y | +388.5% | +32.4% | +356.1% | +297.8% |
| All | +432.3% | +61.6% | +370.8% | +263.9% |
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 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