+486.8%
ASX vs S
-71.1%
+557.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.9% |
| 7D | +12.4% | +2.0% | +10.4% | +12.0% |
| 30D | -19.8% | -2.7% | -17.1% | -18.9% |
| 3M | -10.3% | -6.9% | -3.4% | -9.3% |
| 6M | +1.2% | +38.1% | -36.8% | -6.8% |
| YTD | +123.0% | +48.0% | +75.0% | +100.2% |
| 1Y | +145.4% | +34.5% | +111.0% | +124.4% |
| 3Y | +368.6% | +38.3% | +330.3% | +313.7% |
| All | +486.8% | -71.1% | +557.9% | +544.6% |
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