+3,552.3%
ASX vs IJH
+890.0%
+2,662.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | -0.7% | +0.1% | -0.8% | -0.9% |
| 30D | +2.0% | -1.5% | +3.5% | +3.6% |
| 3M | -1.3% | +0.8% | -2.1% | -0.8% |
| 6M | +71.4% | +7.6% | +63.9% | +63.1% |
| YTD | +135.3% | +15.5% | +119.8% | +109.6% |
| 1Y | +267.5% | +16.9% | +250.6% | +223.5% |
| 3Y | +388.5% | +48.1% | +340.4% | +248.1% |
| 5Y | +417.1% | +47.8% | +369.3% | +273.4% |
| 10Y | +872.7% | +178.6% | +694.2% | +276.6% |
| All | +3,552.3% | +890.0% | +2,662.3% | +241.6% |
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