+299.6%
ASX vs M
+110.5%
+189.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -5.9% | -14.9% | -19.3% |
| 7D | -33.3% | -2.1% | -31.1% | -32.7% |
| 30D | -36.5% | +7.7% | -44.2% | -37.6% |
| 3M | -19.2% | -4.4% | -14.8% | -18.4% |
| 6M | -10.2% | +27.5% | -37.7% | -15.6% |
| YTD | +86.5% | +12.8% | +73.7% | +79.1% |
| 1Y | +89.6% | +20.7% | +68.9% | +78.6% |
| All | +299.6% | +110.5% | +189.1% | +219.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling