+3,552.3%
ASX vs IBN
+2,999.8%
+552.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | -0.7% | +1.4% | -2.1% | -1.1% |
| 30D | +2.0% | -0.3% | +2.3% | +2.0% |
| 3M | -1.3% | +17.1% | -18.4% | -5.8% |
| 6M | +71.4% | +3.4% | +68.0% | +69.8% |
| YTD | +135.3% | +2.5% | +132.8% | +133.7% |
| 1Y | +267.5% | -4.2% | +271.6% | +271.1% |
| 3Y | +388.5% | +32.4% | +356.1% | +345.9% |
| 5Y | +417.1% | +59.2% | +357.9% | +348.1% |
| 10Y | +872.7% | +345.7% | +527.1% | +503.2% |
| All | +3,552.3% | +2,999.8% | +552.5% | +1,178.9% |
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 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