+112.3%
GE vs ASX
+2,948.3%
-2,836.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.4% | -3.7% | +1.3% |
| 7D | +7.1% | -19.9% | +27.0% | +12.0% |
| 30D | +6.5% | -30.9% | +37.3% | +14.5% |
| 3M | -13.6% | -15.1% | +1.5% | -11.8% |
| 6M | +6.0% | -6.5% | +12.5% | +3.7% |
| YTD | +5.4% | +98.4% | -93.1% | -13.8% |
| 1Y | +6.5% | +107.9% | -101.4% | -14.0% |
| 3Y | +268.6% | +325.3% | -56.7% | +146.9% |
| 5Y | +389.0% | +447.3% | -58.3% | +204.1% |
| 10Y | +163.3% | +763.2% | -599.9% | +40.5% |
| All | +112.3% | +2,948.3% | -2,836.0% | -33.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling