+52.4%
GEV vs ASX
+144.4%
-92.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.9% | -5.4% | -7.3% |
| 7D | -5.1% | -14.6% | +9.4% | +2.5% |
| 30D | -15.8% | -21.1% | +5.3% | -5.6% |
| 3M | -18.2% | -3.1% | -15.1% | -17.7% |
| 6M | -22.4% | +17.4% | -39.7% | -31.1% |
| YTD | +27.7% | +135.3% | -107.6% | -33.5% |
| 1Y | +52.4% | +146.5% | -94.1% | -23.1% |
| All | +52.4% | +144.4% | -92.1% | -23.1% |
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