+1,070.5%
ASX vs Z
+25.1%
+1,045.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.6% |
| 7D | -0.7% | -3.0% | +2.3% | -0.2% |
| 30D | +2.0% | -4.2% | +6.2% | +2.4% |
| 3M | -1.3% | -3.7% | +2.4% | -1.6% |
| 6M | +71.4% | -24.5% | +95.9% | +79.3% |
| YTD | +135.3% | -49.3% | +184.6% | +165.8% |
| 1Y | +267.5% | -58.7% | +326.2% | +331.6% |
| 3Y | +388.5% | -34.1% | +422.6% | +401.3% |
| 5Y | +417.1% | -64.5% | +481.6% | +462.6% |
| 10Y | +872.7% | -0.5% | +873.2% | +716.8% |
| All | +1,070.5% | +25.1% | +1,045.4% | +812.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling