-24.6%
GEV vs ASX
+11.7%
-36.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.6% | -5.2% | -1.6% |
| 7D | -3.0% | +0.8% | -3.8% | -4.4% |
| 30D | -18.9% | -20.4% | +1.6% | -11.1% |
| 3M | -20.1% | -2.1% | -17.9% | -20.7% |
| 6M | -24.6% | +8.2% | -32.8% | -28.4% |
| All | -24.6% | +11.7% | -36.3% | -28.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling