+284.1%
GE vs ASX
+403.7%
-119.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -1.6% | -0.7% | -0.9% | -1.4% |
| 30D | -11.6% | +2.0% | -13.6% | -12.3% |
| 3M | +3.0% | -1.3% | +4.4% | +1.2% |
| 6M | -0.5% | +71.4% | -72.0% | -18.4% |
| YTD | +9.7% | +135.3% | -125.6% | -18.6% |
| 1Y | +20.0% | +267.5% | -247.4% | -23.6% |
| All | +284.1% | +403.7% | -119.6% | +111.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling