+411.8%
GE vs ASX
+482.2%
-70.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.8% |
| 7D | +2.7% | +12.4% | -9.7% | -0.6% |
| 30D | +8.1% | -19.8% | +27.9% | +13.2% |
| 3M | -7.9% | -10.3% | +2.5% | -7.2% |
| 6M | +12.9% | +1.2% | +11.7% | +6.4% |
| YTD | +8.2% | +123.0% | -114.9% | -22.6% |
| 1Y | +9.7% | +145.4% | -135.8% | -24.2% |
| 3Y | +266.1% | +368.6% | -102.5% | +91.2% |
| All | +411.8% | +482.2% | -70.5% | +132.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling