+861.6%
ASX vs IP
+23.2%
+838.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.5% |
| 7D | -0.7% | -5.3% | +4.6% | +1.0% |
| 30D | +2.0% | -10.9% | +12.8% | +5.7% |
| 3M | -1.3% | +11.2% | -12.5% | -5.8% |
| 6M | +71.4% | -10.2% | +81.7% | +74.8% |
| YTD | +135.3% | -2.0% | +137.3% | +131.7% |
| 1Y | +267.5% | -19.1% | +286.6% | +282.4% |
| 3Y | +388.5% | +20.9% | +367.6% | +326.1% |
| 5Y | +417.1% | -17.8% | +434.9% | +411.9% |
| All | +861.6% | +23.2% | +838.4% | +677.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling