+432.3%
ASX vs P
+276.6%
+155.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.3% |
| 3M | -1.3% | +26.7% | -28.1% | -10.0% |
| 6M | +71.4% | +62.2% | +9.3% | +41.7% |
| YTD | +135.3% | +48.5% | +86.8% | +98.8% |
| 1Y | +267.5% | +26.4% | +241.1% | +219.3% |
| 3Y | +388.5% | +159.4% | +229.1% | +196.0% |
| All | +432.3% | +276.6% | +155.7% | +157.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling