+3,582.5%
ASX vs SPYG
+535.5%
+3,047.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +4.9% | +4.9% |
| 7D | +0.8% | -1.5% | +2.3% | +3.7% |
| 30D | -20.4% | -7.2% | -13.2% | -12.7% |
| 3M | -2.1% | -4.6% | +2.5% | +4.9% |
| 6M | +8.2% | -1.2% | +9.4% | +14.2% |
| YTD | +137.3% | +9.3% | +128.0% | +128.4% |
| 1Y | +155.0% | +8.8% | +146.2% | +146.6% |
| 3Y | +397.9% | +93.3% | +304.6% | +187.2% |
| 5Y | +529.2% | +71.7% | +457.5% | +309.8% |
| 10Y | +1,007.5% | +399.8% | +607.7% | +176.9% |
| All | +3,582.5% | +535.5% | +3,047.0% | +455.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling