+963.7%
ASX vs PBR
+703.7%
+260.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.2% | -5.4% | -3.7% |
| 7D | +6.5% | +4.2% | +2.3% | +5.5% |
| 30D | +3.1% | +22.7% | -19.6% | -1.5% |
| 3M | +17.4% | +21.5% | -4.1% | +12.1% |
| 6M | +85.4% | +24.0% | +61.5% | +74.8% |
| YTD | +150.1% | +88.2% | +61.8% | +113.8% |
| 1Y | +256.3% | +74.8% | +181.5% | +209.1% |
| 3Y | +446.9% | +105.1% | +341.7% | +351.5% |
| 5Y | +447.1% | +572.2% | -125.2% | +226.1% |
| All | +963.7% | +703.7% | +260.0% | +436.5% |
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