+1,024.2%
ASX vs QS
-43.2%
+1,067.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.0% | +4.1% | +5.9% |
| 7D | +6.3% | +2.2% | +4.1% | +6.1% |
| 30D | +6.4% | -8.1% | +14.5% | +7.4% |
| 3M | +13.1% | -27.0% | +40.2% | +16.7% |
| 6M | +90.3% | -16.4% | +106.7% | +93.8% |
| YTD | +149.6% | -46.4% | +196.0% | +163.6% |
| 1Y | +249.2% | -41.1% | +290.3% | +261.9% |
| 3Y | +445.9% | -18.6% | +464.5% | +422.2% |
| 5Y | +477.7% | -73.0% | +550.8% | +469.0% |
| All | +1,024.2% | -43.2% | +1,067.5% | +1,109.6% |
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