+392.6%
ASX vs IP
+21.5%
+371.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.3% |
| 7D | -0.7% | -5.3% | +4.6% | +0.6% |
| 30D | +2.0% | -10.9% | +12.8% | +4.7% |
| 3M | -1.3% | +11.2% | -12.5% | -4.8% |
| 6M | +71.4% | -10.2% | +81.7% | +73.5% |
| YTD | +135.3% | -2.0% | +137.3% | +132.8% |
| 1Y | +267.5% | -19.1% | +286.6% | +280.2% |
| All | +392.6% | +21.5% | +371.1% | +362.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling