+415.3%
ASX vs S
-67.4%
+482.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.6% | +4.8% | +6.1% |
| 7D | -19.9% | -13.4% | -6.5% | -17.1% |
| 30D | -30.9% | -14.0% | -16.9% | -28.4% |
| 3M | -15.1% | +4.9% | -20.0% | -16.4% |
| 6M | -6.5% | +42.0% | -48.5% | -14.5% |
| YTD | +98.4% | +45.1% | +53.3% | +78.8% |
| 1Y | +107.9% | +33.1% | +74.8% | +90.3% |
| 3Y | +325.3% | +40.6% | +284.6% | +274.2% |
| All | +415.3% | -67.4% | +482.7% | +455.6% |
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