+107.9%
ASX vs P
-0.9%
+108.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.5% | +2.9% | +4.9% |
| 7D | -19.9% | -23.8% | +3.9% | -10.0% |
| 30D | -30.9% | -36.6% | +5.7% | -16.6% |
| 3M | -15.1% | +10.9% | -26.0% | -17.2% |
| 6M | -6.5% | +30.0% | -36.5% | -14.5% |
| YTD | +98.4% | +44.4% | +54.1% | +76.2% |
| 1Y | +107.9% | +3.9% | +103.9% | +88.8% |
| All | +107.9% | -0.9% | +108.7% | +88.8% |
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