+3,354.6%
ASX vs PBR
+1,348.0%
+2,006.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.6% | +3.4% |
| 7D | -9.1% | -13.3% | +4.1% | -5.6% |
| 30D | -23.6% | -27.7% | +4.2% | -17.4% |
| 3M | -5.6% | +2.7% | -8.3% | -7.1% |
| 6M | +4.7% | -6.7% | +11.4% | +5.0% |
| YTD | +122.6% | +60.9% | +61.6% | +92.4% |
| 1Y | +133.0% | +46.6% | +86.4% | +105.9% |
| 3Y | +367.1% | +69.1% | +298.1% | +291.9% |
| 5Y | +504.7% | +469.6% | +35.1% | +251.3% |
| 10Y | +887.2% | +523.4% | +363.8% | +377.0% |
| All | +3,354.6% | +1,348.0% | +2,006.6% | +687.2% |
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