+146.5%
ASX vs PL
-0.6%
+147.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.4% | +2.4% | -2.6% |
| 7D | -14.6% | -11.7% | -2.9% | -12.3% |
| 30D | -21.1% | -27.1% | +6.0% | -16.0% |
| 3M | -3.1% | -44.6% | +41.5% | +8.3% |
| 6M | +17.4% | -67.2% | +84.5% | +41.5% |
| YTD | +135.3% | -35.9% | +171.2% | +168.9% |
| 1Y | +146.5% | -0.4% | +146.9% | +173.0% |
| All | +146.5% | -0.6% | +147.1% | +173.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 1y: compounded portfolio wealth divided by compounded PL 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…
1y analysis · Full analysis span regression · 6 months rolling