+382.0%
ASX vs PL
+28.1%
+354.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +10.4% | -4.0% | +4.5% |
| 7D | -19.9% | -6.8% | -13.1% | -18.6% |
| 30D | -30.9% | -29.3% | -1.6% | -26.2% |
| 3M | -15.1% | -44.8% | +29.7% | -5.8% |
| 6M | -6.5% | -68.4% | +61.9% | +13.0% |
| YTD | +98.4% | -36.4% | +134.8% | +109.6% |
| 1Y | +107.9% | +0.7% | +107.1% | +101.1% |
| 3Y | +325.3% | +455.3% | -130.0% | +180.6% |
| 5Y | +447.3% | +22.7% | +424.6% | +306.2% |
| All | +382.0% | +28.1% | +354.0% | +258.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling