+271.9%
ASX vs INCY
+45.9%
+226.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.2% | +3.5% |
| 7D | +11.1% | -2.2% | +13.3% | +11.2% |
| 30D | +9.6% | +3.7% | +5.9% | +9.4% |
| 3M | +18.6% | +22.1% | -3.4% | +14.8% |
| 6M | +92.1% | +29.8% | +62.4% | +82.9% |
| YTD | +158.5% | +27.6% | +130.9% | +146.6% |
| 1Y | +271.9% | +47.2% | +224.7% | +248.7% |
| All | +271.9% | +45.9% | +226.0% | +248.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 1y: compounded portfolio wealth divided by compounded INCY 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…
1y analysis · Full analysis span regression · 6 months rolling