+211.6%
GM vs ASX
+962.9%
-751.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.3% |
| 7D | -0.2% | +12.4% | -12.6% | -3.7% |
| 30D | +3.6% | -19.8% | +23.4% | +8.6% |
| 3M | -0.2% | -10.3% | +10.1% | 0.0% |
| 6M | +13.9% | +1.2% | +12.7% | +6.5% |
| YTD | +6.5% | +123.0% | -116.6% | -25.9% |
| 1Y | +20.7% | +145.4% | -124.8% | -18.9% |
| 3Y | +229.5% | +368.6% | -139.2% | +62.6% |
| 5Y | +41.5% | +486.0% | -444.5% | -38.4% |
| All | +211.6% | +962.9% | -751.4% | +4.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling