+1,044.9%
ASX vs P
+557.5%
+487.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.0% | +1.1% | -2.5% |
| 7D | -14.6% | -19.4% | +4.8% | -9.1% |
| 30D | -21.1% | -22.3% | +1.2% | -15.0% |
| 3M | -3.1% | +33.2% | -36.3% | -11.4% |
| 6M | +17.4% | +53.6% | -36.3% | +2.7% |
| YTD | +135.3% | +66.8% | +68.5% | +100.1% |
| 1Y | +146.5% | +17.5% | +129.0% | +126.1% |
| 3Y | +403.1% | +219.7% | +183.4% | +236.3% |
| 5Y | +551.7% | +307.8% | +244.0% | +302.6% |
| 10Y | +923.7% | +855.3% | +68.4% | +433.1% |
| All | +1,044.9% | +557.5% | +487.4% | +491.2% |
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