+371.4%
ASX vs Z
-19.5%
+390.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.8% | +4.8% | +8.2% |
| 7D | -12.3% | -5.2% | -7.1% | -11.4% |
| 30D | -26.0% | +5.7% | -31.7% | -26.5% |
| 3M | -8.1% | -8.7% | +0.6% | -7.4% |
| 6M | +1.4% | -26.0% | +27.4% | +6.1% |
| YTD | +115.6% | -55.0% | +170.6% | +148.6% |
| 1Y | +128.0% | -58.0% | +186.0% | +166.7% |
| 3Y | +371.4% | -15.2% | +386.6% | +357.2% |
| All | +371.4% | -19.5% | +390.9% | +357.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 3y: compounded portfolio wealth divided by compounded Z 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…
3y analysis · Full analysis span regression · 6 months rolling