+3,361.5%
ASX vs IJH
+865.7%
+2,495.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | +12.4% | +2.3% | +10.1% | +10.2% |
| 30D | -19.8% | +2.1% | -21.9% | -20.4% |
| 3M | -10.3% | -5.7% | -4.7% | -3.7% |
| 6M | +1.2% | +1.4% | -0.2% | +2.9% |
| YTD | +123.0% | +12.6% | +110.4% | +106.3% |
| 1Y | +145.4% | +16.1% | +129.3% | +120.6% |
| 3Y | +368.6% | +57.8% | +310.8% | +219.2% |
| 5Y | +486.0% | +36.8% | +449.2% | +361.3% |
| 10Y | +941.0% | +173.7% | +767.3% | +316.3% |
| All | +3,361.5% | +865.7% | +2,495.8% | +236.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling