+476.3%
ASX vs QSR
+25.9%
+450.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.2% | +3.7% |
| 7D | +11.1% | -2.4% | +13.5% | +11.3% |
| 30D | +9.6% | +5.7% | +3.9% | +8.9% |
| 3M | +18.6% | +6.9% | +11.7% | +17.3% |
| 6M | +92.1% | +6.9% | +85.3% | +89.5% |
| YTD | +158.5% | +14.9% | +143.6% | +150.8% |
| 1Y | +271.9% | +29.1% | +242.8% | +247.6% |
| All | +476.3% | +25.9% | +450.4% | +433.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 3y: compounded portfolio wealth divided by compounded QSR 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…
3y analysis · Full analysis span regression · 6 months rolling