+529.2%
ASX vs S
-67.1%
+596.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.5% | +5.1% | +6.3% |
| 7D | +0.8% | +1.2% | -0.4% | +1.0% |
| 30D | -20.4% | -7.3% | -13.1% | -18.9% |
| 3M | -2.1% | +5.9% | -8.0% | -3.8% |
| 6M | +8.2% | +45.6% | -37.4% | -1.5% |
| YTD | +137.3% | +58.5% | +78.7% | +109.8% |
| 1Y | +155.0% | +37.6% | +117.4% | +132.0% |
| 3Y | +397.9% | +51.7% | +346.3% | +330.9% |
| 5Y | +529.2% | -67.5% | +596.7% | +577.0% |
| All | +529.2% | -67.1% | +596.3% | +577.0% |
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