+925.3%
ASX vs QS
-60.6%
+986.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.8% | +3.8% | -3.2% |
| 7D | +22.1% | -5.6% | +27.7% | +22.8% |
| 30D | -23.8% | -5.8% | -17.9% | -23.3% |
| 3M | -7.6% | -39.2% | +31.6% | -2.8% |
| 6M | +6.9% | -53.9% | +60.8% | +15.6% |
| YTD | +127.7% | -62.8% | +190.4% | +149.5% |
| 1Y | +144.5% | -73.5% | +218.0% | +175.9% |
| 3Y | +377.8% | -29.1% | +406.9% | +366.8% |
| 5Y | +498.2% | -90.0% | +588.2% | +517.9% |
| All | +925.3% | -60.6% | +986.0% | +1,044.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling