+963.7%
ASX vs IJH
+181.8%
+781.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.3% | -2.3% |
| 7D | +6.5% | -2.5% | +9.0% | +9.1% |
| 30D | +3.1% | -5.0% | +8.2% | +8.5% |
| 3M | +17.4% | +0.5% | +16.8% | +18.1% |
| 6M | +85.4% | +8.2% | +77.2% | +75.5% |
| YTD | +150.1% | +12.5% | +137.6% | +128.7% |
| 1Y | +256.3% | +14.4% | +241.9% | +220.6% |
| 3Y | +446.9% | +49.5% | +397.4% | +290.0% |
| 5Y | +447.1% | +47.8% | +399.3% | +298.4% |
| All | +963.7% | +181.8% | +781.9% | +407.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 10y: compounded portfolio wealth divided by compounded IJH 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…
10y analysis · Full analysis span regression · 6 months rolling