+121.1%
GE vs ASX
+3,515.0%
-3,393.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -12.2% |
| 3M | +3.0% | -1.3% | +4.4% | +1.6% |
| 6M | -0.5% | +71.4% | -72.0% | -14.3% |
| YTD | +9.7% | +135.3% | -125.6% | -12.4% |
| 1Y | +20.0% | +267.5% | -247.4% | -14.2% |
| 3Y | +275.8% | +388.5% | -112.6% | +147.3% |
| 5Y | +429.1% | +417.1% | +12.0% | +236.5% |
| 10Y | +151.2% | +872.7% | -721.6% | +32.2% |
| All | +121.1% | +3,515.0% | -3,393.9% | -32.3% |
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