+21.9%
GE vs ASX
+256.3%
-234.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.1% | -6.7% | -1.6% |
| 7D | +1.2% | +6.3% | -5.2% | +0.1% |
| 30D | -9.5% | +6.4% | -15.9% | -10.7% |
| 3M | +4.1% | +13.1% | -9.0% | +0.1% |
| 6M | +3.9% | +90.3% | -86.4% | -14.9% |
| YTD | +9.0% | +149.6% | -140.6% | -15.6% |
| 1Y | +21.9% | +249.2% | -227.2% | -12.9% |
| All | +21.9% | +256.3% | -234.4% | -12.9% |
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