+141.5%
ASX vs Q
+66.4%
+75.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.3% | +0.1% | +1.8% |
| 7D | -19.9% | +0.3% | -20.2% | -19.3% |
| 30D | -30.9% | -9.8% | -21.1% | -24.7% |
| 3M | -15.1% | -12.2% | -2.9% | -6.1% |
| 6M | -6.5% | -21.6% | +15.1% | +12.1% |
| YTD | +98.4% | +43.6% | +54.9% | +90.9% |
| 1Y | +107.9% | +25.7% | +82.2% | +107.1% |
| All | +141.5% | +66.4% | +75.1% | +141.5% |
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