+182.6%
ASX vs IRE
-97.7%
+280.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -15.8% | +19.1% | +5.4% |
| 7D | -9.1% | -41.9% | +32.8% | -3.8% |
| 30D | -23.6% | -75.1% | +51.5% | -12.0% |
| 3M | -5.6% | -82.4% | +76.8% | +11.3% |
| 6M | +4.7% | -95.5% | +100.2% | +32.3% |
| YTD | +122.6% | -93.1% | +215.6% | +159.6% |
| 1Y | +133.0% | -97.8% | +230.8% | +188.5% |
| All | +182.6% | -97.7% | +280.4% | +243.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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