+748.4%
ASX vs IP
+26.3%
+722.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.8% | +5.6% | +6.1% |
| 7D | -19.9% | -5.1% | -14.9% | -18.3% |
| 30D | -30.9% | +8.5% | -39.4% | -32.7% |
| 3M | -15.1% | -13.8% | -1.3% | -11.2% |
| 6M | -6.5% | +5.7% | -12.2% | -9.5% |
| YTD | +98.4% | -9.1% | +107.6% | +99.9% |
| 1Y | +107.9% | -0.8% | +108.7% | +102.4% |
| 3Y | +325.3% | +14.8% | +310.5% | +276.4% |
| 5Y | +447.3% | -11.5% | +458.8% | +426.9% |
| All | +748.4% | +26.3% | +722.1% | +687.4% |
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