+414.3%
ASX vs IP
-12.5%
+426.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.0% | -16.8% | -19.5% |
| 7D | -33.3% | -5.0% | -28.3% | -32.1% |
| 30D | -36.5% | +6.5% | -43.0% | -37.7% |
| 3M | -19.2% | -18.0% | -1.2% | -14.3% |
| 6M | -10.2% | +10.3% | -20.5% | -14.3% |
| YTD | +86.5% | -9.9% | +96.3% | +88.3% |
| 1Y | +89.6% | -1.1% | +90.7% | +84.7% |
| 3Y | +298.6% | +13.0% | +285.6% | +246.8% |
| 5Y | +414.3% | -12.3% | +426.5% | +396.2% |
| All | +414.3% | -12.5% | +426.7% | +396.2% |
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 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