+186.4%
ASX vs Q
+71.3%
+115.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.9% |
| 7D | -0.7% | +0.2% | -1.0% | -1.0% |
| 30D | +2.0% | -11.1% | +13.1% | +9.6% |
| 3M | -1.3% | -22.1% | +20.8% | +15.8% |
| 6M | +71.4% | +0.5% | +71.0% | +79.0% |
| YTD | +135.3% | +47.8% | +87.5% | +117.6% |
| All | +186.4% | +71.3% | +115.1% | +175.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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