+3,552.3%
ASX vs IP
+230.2%
+3,322.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.5% | -5.5% | -4.5% |
| 7D | -14.6% | +3.4% | -18.0% | -15.8% |
| 30D | -21.1% | +11.2% | -32.3% | -24.5% |
| 3M | -3.1% | -14.8% | +11.7% | +1.9% |
| 6M | +17.4% | +17.3% | +0.1% | +8.5% |
| YTD | +135.3% | -6.2% | +141.5% | +133.3% |
| 1Y | +146.5% | +2.3% | +144.2% | +135.6% |
| 3Y | +403.1% | +17.7% | +385.4% | +336.7% |
| 5Y | +551.7% | -8.4% | +560.2% | +516.6% |
| 10Y | +923.7% | +32.1% | +891.6% | +680.9% |
| All | +3,552.3% | +230.2% | +3,322.1% | +1,679.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling