+146.5%
ASX vs USFR
+4.1%
+142.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | -14.6% | +0.1% | -14.7% | -11.5% |
| 30D | -21.1% | +0.4% | -21.5% | -9.7% |
| 3M | -3.1% | +1.1% | -4.1% | +47.9% |
| 6M | +17.4% | +2.0% | +15.3% | +150.1% |
| YTD | +135.3% | +3.4% | +132.0% | +459.3% |
| 1Y | +146.5% | +4.1% | +142.4% | +414.9% |
| All | +146.5% | +4.1% | +142.4% | +414.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 1y: compounded portfolio wealth divided by compounded USFR 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…
1y analysis · Full analysis span regression · 6 months rolling