+3,552.3%
ASX vs SPY
+745.6%
+2,806.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | -0.7% | +0.1% | -0.8% | -0.9% |
| 30D | +2.0% | +0.1% | +1.9% | +2.0% |
| 3M | -1.3% | +2.0% | -3.3% | -2.1% |
| 6M | +71.4% | +13.0% | +58.4% | +53.1% |
| YTD | +135.3% | +13.5% | +121.8% | +109.3% |
| 1Y | +267.5% | +20.0% | +247.5% | +209.0% |
| 3Y | +388.5% | +77.2% | +311.3% | +177.2% |
| 5Y | +417.1% | +81.9% | +335.2% | +192.0% |
| 10Y | +872.7% | +314.1% | +558.7% | +136.2% |
| All | +3,552.3% | +745.6% | +2,806.7% | +234.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling