+160.3%
GE vs ASX
+1,030.8%
-870.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.6% | -5.2% | -0.4% |
| 7D | +4.0% | +0.8% | +3.2% | +3.0% |
| 30D | +11.1% | -20.4% | +31.5% | +16.6% |
| 3M | -6.7% | -2.1% | -4.6% | -8.3% |
| 6M | +14.3% | +8.2% | +6.1% | +6.2% |
| YTD | +11.7% | +137.3% | -125.5% | -19.3% |
| 1Y | +10.9% | +155.0% | -144.1% | -21.8% |
| 3Y | +279.0% | +397.9% | -118.9% | +109.1% |
| 5Y | +427.0% | +529.2% | -102.2% | +162.4% |
| All | +160.3% | +1,030.8% | -870.5% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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