+162.4%
GE vs ASX
+849.3%
-687.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.6% | -4.8% | +1.4% |
| 7D | +6.3% | -12.3% | +18.5% | +9.3% |
| 30D | +8.9% | -26.0% | +34.9% | +16.6% |
| 3M | -9.2% | -8.1% | -1.1% | -9.1% |
| 6M | +13.2% | +1.4% | +11.8% | +7.1% |
| YTD | +9.4% | +115.6% | -106.2% | -18.7% |
| 1Y | +9.8% | +128.0% | -118.2% | -19.9% |
| 3Y | +278.2% | +371.4% | -93.2% | +112.3% |
| 5Y | +396.0% | +469.4% | -73.4% | +155.0% |
| 10Y | +162.4% | +842.6% | -680.3% | +6.3% |
| All | +162.4% | +849.3% | -687.0% | +6.3% |
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