+917.8%
ASX vs QSR
+202.3%
+715.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | +12.4% | -2.9% | +15.3% | +13.5% |
| 30D | -19.8% | +4.1% | -23.9% | -21.3% |
| 3M | -10.3% | -0.7% | -9.7% | -10.9% |
| 6M | +1.2% | +0.4% | +0.8% | -0.5% |
| YTD | +123.0% | +13.5% | +109.5% | +108.0% |
| 1Y | +145.4% | +11.0% | +134.5% | +130.4% |
| 3Y | +368.6% | +22.0% | +346.6% | +315.8% |
| 5Y | +486.0% | +57.1% | +429.0% | +368.5% |
| 10Y | +941.0% | +138.3% | +802.8% | +593.9% |
| All | +917.8% | +202.3% | +715.5% | +544.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling