+432.3%
ASX vs IP
-17.2%
+449.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.5% |
| 7D | -0.7% | -5.3% | +4.6% | +0.9% |
| 30D | +2.0% | -10.9% | +12.8% | +5.4% |
| 3M | -1.3% | +11.2% | -12.5% | -5.6% |
| 6M | +71.4% | -10.2% | +81.7% | +74.6% |
| YTD | +135.3% | -2.0% | +137.3% | +131.9% |
| 1Y | +267.5% | -19.1% | +286.6% | +283.1% |
| 3Y | +388.5% | +20.9% | +367.6% | +321.5% |
| All | +432.3% | -17.2% | +449.5% | +390.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling