+523.5%
ASX vs M
-2.0%
+525.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.9% | +7.5% | +6.8% |
| 7D | +0.8% | -3.3% | +4.1% | +2.0% |
| 30D | -20.4% | +8.1% | -28.5% | -22.2% |
| 3M | -2.1% | +2.2% | -4.4% | -3.2% |
| 6M | +8.2% | +35.1% | -26.9% | -0.8% |
| YTD | +137.3% | +15.8% | +121.4% | +125.0% |
| 1Y | +155.0% | +25.8% | +129.2% | +135.6% |
| 3Y | +397.9% | +156.2% | +241.7% | +253.5% |
| All | +523.5% | -2.0% | +525.5% | +438.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling