+3,361.5%
ASX vs PBR
+1,352.8%
+2,008.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.4% | -2.4% |
| 7D | +12.4% | -1.0% | +13.4% | +12.6% |
| 30D | -19.8% | -29.3% | +9.5% | -12.9% |
| 3M | -10.3% | +5.5% | -15.8% | -12.4% |
| 6M | +1.2% | -2.9% | +4.1% | +0.5% |
| YTD | +123.0% | +61.5% | +61.6% | +92.4% |
| 1Y | +145.4% | +46.9% | +98.6% | +116.8% |
| 3Y | +368.6% | +66.4% | +302.2% | +294.5% |
| 5Y | +486.0% | +460.3% | +25.7% | +241.6% |
| 10Y | +941.0% | +564.6% | +376.4% | +393.8% |
| All | +3,361.5% | +1,352.8% | +2,008.7% | +687.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling