+432.3%
ASX vs S
-71.4%
+503.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -0.7% | -7.7% | +7.0% | +0.9% |
| 30D | +2.0% | -5.3% | +7.3% | +2.7% |
| 3M | -1.3% | +20.3% | -21.6% | -6.0% |
| 6M | +71.4% | +47.4% | +24.1% | +55.1% |
| YTD | +135.3% | +32.5% | +102.8% | +116.7% |
| 1Y | +267.5% | +9.5% | +257.9% | +251.1% |
| 3Y | +388.5% | +15.5% | +373.0% | +347.9% |
| All | +432.3% | -71.4% | +503.7% | +479.9% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 5y: compounded portfolio wealth divided by compounded S 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…
5y analysis · Full analysis span regression · 6 months rolling