+145.4%
ASX vs P
+23.6%
+121.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -1.2% |
| 7D | +12.4% | +11.6% | +0.8% | +7.2% |
| 30D | -19.8% | -23.7% | +3.9% | -10.2% |
| 3M | -10.3% | -8.0% | -2.3% | -6.5% |
| 6M | +1.2% | +27.9% | -26.7% | -8.7% |
| YTD | +123.0% | +61.2% | +61.9% | +89.5% |
| 1Y | +145.4% | +28.6% | +116.8% | +111.6% |
| All | +145.4% | +23.6% | +121.8% | +111.6% |
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