+471.6%
ASX vs PL
+84.9%
+386.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.4% |
| 7D | -0.7% | -9.3% | +8.6% | +0.9% |
| 30D | +2.0% | -18.9% | +20.9% | +5.6% |
| 3M | -1.3% | -58.4% | +57.0% | +13.4% |
| 6M | +71.4% | -30.3% | +101.7% | +78.6% |
| YTD | +135.3% | -8.1% | +143.4% | +132.5% |
| 1Y | +267.5% | +180.5% | +87.0% | +193.1% |
| 3Y | +388.5% | +444.1% | -55.7% | +219.7% |
| 5Y | +417.1% | +83.0% | +334.1% | +261.3% |
| All | +471.6% | +84.9% | +386.7% | +297.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling