+807.1%
ASX vs P
+449.6%
+357.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -16.4% | -4.4% | -15.8% |
| 7D | -33.3% | -31.9% | -1.4% | -24.8% |
| 30D | -36.5% | -36.5% | +0.1% | -26.8% |
| 3M | -19.2% | +11.6% | -30.8% | -21.6% |
| 6M | -10.2% | +25.2% | -35.4% | -16.0% |
| YTD | +86.5% | +39.4% | +47.0% | +68.4% |
| 1Y | +89.6% | -3.7% | +93.3% | +85.7% |
| 3Y | +298.6% | +167.3% | +131.3% | +183.0% |
| 5Y | +414.3% | +237.3% | +176.9% | +238.2% |
| 10Y | +711.1% | +698.6% | +12.4% | +348.6% |
| All | +807.1% | +449.6% | +357.5% | +397.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling