+959.8%
ASX vs QS
-44.4%
+1,004.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.3% | +0.2% |
| 7D | -0.7% | -2.3% | +1.6% | -0.5% |
| 30D | +2.0% | -0.7% | +2.7% | +2.0% |
| 3M | -1.3% | -39.6% | +38.3% | +3.7% |
| 6M | +71.4% | -21.7% | +93.2% | +75.6% |
| YTD | +135.3% | -47.4% | +182.7% | +149.0% |
| 1Y | +267.5% | -28.4% | +295.8% | +274.5% |
| 3Y | +388.5% | -22.6% | +411.1% | +369.2% |
| 5Y | +417.1% | -75.6% | +492.7% | +410.7% |
| All | +959.8% | -44.4% | +1,004.2% | +1,042.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling