+643.2%
GEV vs ASX
+290.6%
+352.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.1% | -3.0% | -0.3% |
| 7D | +8.1% | +6.3% | +1.8% | +4.3% |
| 30D | -1.9% | +6.4% | -8.3% | -5.5% |
| 3M | +4.1% | +13.1% | -9.1% | -4.7% |
| 6M | +23.2% | +90.3% | -67.1% | -20.8% |
| YTD | +48.9% | +149.6% | -100.7% | -20.6% |
| 1Y | +62.2% | +249.2% | -187.0% | -31.2% |
| All | +643.2% | +290.6% | +352.5% | +173.4% |
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