+3,245.6%
ASX vs IBN
+3,424.3%
-178.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.7% | +7.0% | +8.2% |
| 7D | -12.3% | +14.6% | -26.9% | -15.9% |
| 30D | -26.0% | +23.5% | -49.5% | -30.8% |
| 3M | -8.1% | +14.0% | -22.1% | -12.2% |
| 6M | +1.4% | +31.1% | -29.7% | -7.0% |
| YTD | +115.6% | +16.6% | +99.0% | +104.7% |
| 1Y | +128.0% | +14.9% | +113.1% | +117.4% |
| 3Y | +371.4% | +56.9% | +314.5% | +306.8% |
| 5Y | +469.4% | +69.7% | +399.7% | +381.1% |
| 10Y | +842.6% | +365.4% | +477.3% | +474.3% |
| All | +3,245.6% | +3,424.3% | -178.7% | +1,020.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling