+3,552.3%
ASX vs IFF
+728.6%
+2,823.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -0.7% | -1.8% | +1.1% | +0.1% |
| 30D | +2.0% | -2.0% | +3.9% | +2.7% |
| 3M | -1.3% | +18.5% | -19.9% | -9.4% |
| 6M | +71.4% | +11.7% | +59.8% | +60.0% |
| YTD | +135.3% | +29.6% | +105.8% | +104.9% |
| 1Y | +267.5% | +35.0% | +232.5% | +212.0% |
| 3Y | +388.5% | +32.3% | +356.2% | +308.1% |
| 5Y | +417.1% | -34.6% | +451.7% | +475.4% |
| 10Y | +872.7% | -20.6% | +893.4% | +815.0% |
| All | +3,552.3% | +728.6% | +2,823.7% | +1,240.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IFF.
Daily Out/Under-Performance
Portfolio return minus IFF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IFF 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 IFF 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