+465.5%
ASX vs IJH
+47.0%
+418.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +4.8% |
| 7D | +11.1% | -0.7% | +11.8% | +12.0% |
| 30D | +9.6% | -3.8% | +13.4% | +15.0% |
| 3M | +18.6% | 0.0% | +18.6% | +20.1% |
| 6M | +92.1% | +8.8% | +83.4% | +78.5% |
| YTD | +158.5% | +13.5% | +145.0% | +129.2% |
| 1Y | +271.9% | +15.4% | +256.5% | +223.4% |
| 3Y | +465.2% | +50.9% | +414.3% | +266.2% |
| All | +465.5% | +47.0% | +418.4% | +271.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling