+870.8%
ASX vs QS
-53.6%
+924.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +6.8% | +1.9% | +7.9% |
| 7D | -12.3% | +13.7% | -26.0% | -13.3% |
| 30D | -26.0% | -0.2% | -25.8% | -26.0% |
| 3M | -8.1% | -24.8% | +16.7% | -5.4% |
| 6M | +1.4% | -39.4% | +40.8% | +6.6% |
| YTD | +115.6% | -56.1% | +171.7% | +132.3% |
| 1Y | +128.0% | -72.5% | +200.5% | +155.8% |
| 3Y | +371.4% | -16.3% | +387.7% | +352.8% |
| 5Y | +469.4% | -87.6% | +557.0% | +477.5% |
| All | +870.8% | -53.6% | +924.4% | +965.9% |
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