+477.7%
ASX vs PBR
+527.8%
-50.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.5% | +2.5% | +5.5% |
| 7D | +6.3% | +2.5% | +3.8% | +5.9% |
| 30D | +6.4% | +19.4% | -13.0% | +3.4% |
| 3M | +13.1% | +20.8% | -7.6% | +9.6% |
| 6M | +90.3% | +23.5% | +66.8% | +81.9% |
| YTD | +149.6% | +83.4% | +66.2% | +121.2% |
| 1Y | +249.2% | +77.6% | +171.6% | +210.6% |
| 3Y | +445.9% | +99.9% | +346.0% | +372.8% |
| 5Y | +477.7% | +567.7% | -90.0% | +288.0% |
| All | +477.7% | +527.8% | -50.1% | +288.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling