+529.2%
ASX vs SPG
+86.1%
+443.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.5% | +6.5% |
| 7D | +0.8% | +2.7% | -1.9% | -0.3% |
| 30D | -20.4% | +16.6% | -37.0% | -26.4% |
| 3M | -2.1% | +8.1% | -10.2% | -6.0% |
| 6M | +8.2% | +19.3% | -11.1% | -2.7% |
| YTD | +137.3% | +31.1% | +106.2% | +101.5% |
| 1Y | +155.0% | +32.8% | +122.2% | +114.8% |
| 3Y | +397.9% | +135.8% | +262.1% | +184.5% |
| 5Y | +529.2% | +85.1% | +444.2% | +289.7% |
| All | +529.2% | +86.1% | +443.1% | +289.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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