+271.9%
ASX vs QS
-45.8%
+317.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.6% | +10.2% | +5.3% |
| 7D | +11.1% | -4.2% | +15.3% | +12.2% |
| 30D | +9.6% | -15.7% | +25.3% | +14.5% |
| 3M | +18.6% | -28.7% | +47.3% | +27.9% |
| 6M | +92.1% | -23.2% | +115.4% | +105.9% |
| YTD | +158.5% | -49.9% | +208.4% | +191.2% |
| 1Y | +271.9% | -38.8% | +310.7% | +328.7% |
| All | +271.9% | -45.8% | +317.7% | +328.7% |
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