+748.4%
ASX vs P
+713.7%
+34.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.5% | +2.9% | +5.3% |
| 7D | -19.9% | -23.8% | +3.9% | -12.2% |
| 30D | -30.9% | -36.6% | +5.7% | -19.3% |
| 3M | -15.1% | +10.9% | -26.0% | -17.8% |
| 6M | -6.5% | +30.0% | -36.5% | -14.2% |
| YTD | +98.4% | +44.4% | +54.1% | +75.2% |
| 1Y | +107.9% | +3.9% | +103.9% | +98.1% |
| 3Y | +325.3% | +176.6% | +148.7% | +185.3% |
| 5Y | +447.3% | +249.3% | +198.0% | +235.5% |
| All | +748.4% | +713.7% | +34.7% | +326.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling