+992.0%
ASX vs SPYG
+412.5%
+579.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +4.0% |
| 7D | +11.1% | +0.3% | +10.8% | +10.6% |
| 30D | +9.6% | -1.7% | +11.3% | +11.8% |
| 3M | +18.6% | +3.6% | +15.0% | +15.7% |
| 6M | +92.1% | +16.6% | +75.5% | +66.7% |
| YTD | +158.5% | +13.4% | +145.1% | +131.5% |
| 1Y | +271.9% | +19.6% | +252.3% | +215.7% |
| 3Y | +465.2% | +99.8% | +365.5% | +187.3% |
| 5Y | +479.4% | +85.0% | +394.5% | +220.0% |
| 10Y | +992.0% | +422.1% | +569.9% | +128.6% |
| All | +992.0% | +412.5% | +579.5% | +128.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYG.
Daily Out/Under-Performance
Portfolio return minus SPYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYG 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 SPYG 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