+3,552.3%
ASX vs SPG
+3,052.2%
+500.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.5% |
| 7D | -0.7% | -2.4% | +1.7% | +0.1% |
| 30D | +2.0% | -6.8% | +8.8% | +4.3% |
| 3M | -1.3% | +2.7% | -4.0% | -2.8% |
| 6M | +71.4% | +5.5% | +66.0% | +67.3% |
| YTD | +135.3% | +15.7% | +119.6% | +122.3% |
| 1Y | +267.5% | +20.9% | +246.6% | +241.0% |
| 3Y | +388.5% | +112.4% | +276.1% | +273.7% |
| 5Y | +417.1% | +101.4% | +315.7% | +300.5% |
| 10Y | +872.7% | +60.6% | +812.1% | +624.2% |
| All | +3,552.3% | +3,052.2% | +500.1% | +262.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling