+985.8%
ASX vs M
-7.1%
+992.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.6% | -2.3% |
| 7D | +12.4% | +7.0% | +5.4% | +11.0% |
| 30D | -19.8% | +8.9% | -28.7% | -21.1% |
| 3M | -10.3% | +4.5% | -14.8% | -11.3% |
| 6M | +1.2% | +36.2% | -35.0% | -4.8% |
| YTD | +123.0% | +15.1% | +107.9% | +115.4% |
| 1Y | +145.4% | +27.4% | +118.0% | +132.0% |
| 3Y | +368.6% | +160.1% | +208.5% | +276.9% |
| 5Y | +486.0% | -1.6% | +487.6% | +434.4% |
| All | +985.8% | -7.1% | +992.9% | +742.5% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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