+1,008.4%
ASX vs PBR
+576.8%
+431.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.6% | -5.6% | -4.4% |
| 7D | +22.1% | -3.7% | +25.8% | +23.0% |
| 30D | -23.8% | -29.0% | +5.3% | -18.3% |
| 3M | -7.6% | +4.9% | -12.5% | -9.4% |
| 6M | +6.9% | -8.4% | +15.3% | +7.5% |
| YTD | +127.7% | +59.4% | +68.3% | +100.3% |
| 1Y | +144.5% | +45.5% | +99.0% | +119.5% |
| 3Y | +377.8% | +67.4% | +310.4% | +309.9% |
| 5Y | +498.2% | +453.0% | +45.2% | +271.5% |
| All | +1,008.4% | +576.8% | +431.6% | +481.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 10y: compounded portfolio wealth divided by compounded PBR 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…
10y analysis · Full analysis span regression · 6 months rolling