+842.6%
ASX vs SPY
+315.0%
+527.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.4% | +6.3% | +5.6% |
| 7D | -12.3% | +0.1% | -12.4% | -11.3% |
| 30D | -26.0% | -3.3% | -22.7% | -21.4% |
| 3M | -8.1% | -2.4% | -5.7% | -3.3% |
| 6M | +1.4% | +2.6% | -1.2% | +2.0% |
| YTD | +115.6% | +11.2% | +104.3% | +97.8% |
| 1Y | +128.0% | +13.4% | +114.6% | +104.8% |
| 3Y | +371.4% | +79.9% | +291.5% | +154.4% |
| 5Y | +469.4% | +72.2% | +397.2% | +227.7% |
| 10Y | +842.6% | +307.3% | +535.3% | +124.0% |
| All | +842.6% | +315.0% | +527.6% | +124.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 10y: compounded portfolio wealth divided by compounded SPY 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…
10y analysis · Full analysis span regression · 6 months rolling