+414.3%
ASX vs PL
+11.6%
+402.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -10.1% | -10.6% | -18.9% |
| 7D | -33.3% | -20.5% | -12.7% | -30.2% |
| 30D | -36.5% | -38.8% | +2.3% | -30.4% |
| 3M | -19.2% | -49.1% | +29.9% | -8.9% |
| 6M | -10.2% | -69.4% | +59.1% | +9.4% |
| YTD | +86.5% | -42.3% | +128.8% | +100.5% |
| 1Y | +89.6% | -14.2% | +103.8% | +88.8% |
| 3Y | +298.6% | +398.7% | -100.1% | +168.0% |
| 5Y | +414.3% | +11.1% | +403.1% | +295.7% |
| All | +414.3% | +11.6% | +402.7% | +295.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling