+3,552.3%
ASX vs PBR
+1,493.8%
+2,058.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.7% |
| 7D | -0.7% | +8.6% | -9.3% | -2.9% |
| 30D | +2.0% | +12.8% | -10.8% | -1.3% |
| 3M | -1.3% | +14.7% | -16.0% | -5.1% |
| 6M | +71.4% | +25.2% | +46.3% | +59.6% |
| YTD | +135.3% | +77.1% | +58.2% | +99.9% |
| 1Y | +267.5% | +69.6% | +197.9% | +214.8% |
| 3Y | +388.5% | +95.6% | +292.9% | +297.1% |
| 5Y | +417.1% | +501.8% | -84.7% | +196.9% |
| 10Y | +872.7% | +640.6% | +232.2% | +349.9% |
| All | +3,552.3% | +1,493.8% | +2,058.5% | +718.3% |
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 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