+368.6%
ASX vs IJH
+58.2%
+310.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | +12.4% | +2.3% | +10.1% | +9.1% |
| 30D | -19.8% | +2.1% | -21.9% | -20.6% |
| 3M | -10.3% | -5.7% | -4.7% | -1.1% |
| 6M | +1.2% | +1.4% | -0.2% | +3.7% |
| YTD | +123.0% | +12.6% | +110.4% | +103.6% |
| 1Y | +145.4% | +16.1% | +129.3% | +116.4% |
| 3Y | +368.6% | +57.8% | +310.8% | +207.1% |
| All | +368.6% | +58.2% | +310.5% | +207.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling