+146.5%
ASX vs QS
-71.4%
+217.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +7.5% | -11.5% | -6.5% |
| 7D | -14.6% | +4.5% | -19.1% | -15.9% |
| 30D | -21.1% | -4.1% | -17.0% | -20.3% |
| 3M | -3.1% | -22.1% | +19.1% | +5.4% |
| 6M | +17.4% | -38.4% | +55.8% | +39.1% |
| YTD | +135.3% | -57.5% | +192.8% | +198.7% |
| 1Y | +146.5% | -71.3% | +217.8% | +248.2% |
| All | +146.5% | -71.4% | +217.9% | +248.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 1y: compounded portfolio wealth divided by compounded QS 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…
1y analysis · Full analysis span regression · 6 months rolling