+7.6%
GE vs ASX
+142.3%
-134.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.0% | +0.6% | -2.8% |
| 7D | +5.1% | +22.1% | -17.0% | +1.8% |
| 30D | +7.6% | -23.8% | +31.3% | +11.3% |
| 3M | -9.3% | -7.6% | -1.7% | -9.4% |
| 6M | +11.5% | +6.9% | +4.6% | +4.7% |
| YTD | +7.9% | +127.7% | -119.8% | -21.3% |
| 1Y | +7.6% | +144.5% | -136.9% | -24.8% |
| All | +7.6% | +142.3% | -134.6% | -24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling