+267.5%
ASX vs P
+32.0%
+235.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.3% |
| 7D | -0.7% | +6.5% | -7.3% | -3.0% |
| 30D | +2.0% | +18.8% | -16.8% | -6.1% |
| 3M | -1.3% | +26.7% | -28.1% | -11.5% |
| 6M | +71.4% | +62.2% | +9.3% | +41.2% |
| YTD | +135.3% | +48.5% | +86.8% | +97.9% |
| 1Y | +267.5% | +26.4% | +241.1% | +211.6% |
| All | +267.5% | +32.0% | +235.5% | +211.6% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 1y: compounded portfolio wealth divided by compounded P 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…
1y analysis · Full analysis span regression · 6 months rolling