+198.8%
ASX vs IRE
-97.0%
+295.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -23.2% | +19.3% | -1.1% |
| 7D | -14.6% | -46.8% | +32.2% | -8.7% |
| 30D | -21.1% | -75.5% | +54.4% | -8.8% |
| 3M | -3.1% | -79.4% | +76.3% | +12.4% |
| 6M | +17.4% | -91.3% | +108.6% | +39.8% |
| YTD | +135.3% | -90.8% | +226.1% | +167.0% |
| 1Y | +146.5% | -97.7% | +244.2% | +201.1% |
| All | +198.8% | -97.0% | +295.8% | +253.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling