+8.1%
GE vs ASX
+126.1%
-118.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.6% | -4.8% | +2.4% |
| 7D | +6.3% | -12.3% | +18.5% | +7.9% |
| 30D | +8.9% | -26.0% | +34.9% | +13.2% |
| 3M | -9.2% | -8.1% | -1.1% | -9.2% |
| 6M | +13.2% | +1.4% | +11.8% | +7.2% |
| YTD | +9.4% | +115.6% | -106.2% | -19.2% |
| All | +8.1% | +126.1% | -118.0% | -22.7% |
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