+164.6%
GM vs ASX
+471.1%
-306.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.5% | -5.9% | -2.9% |
| 7D | -1.1% | +11.1% | -12.2% | -2.8% |
| 30D | -4.6% | +9.6% | -14.2% | -6.2% |
| 3M | +0.2% | +18.6% | -18.4% | -3.8% |
| 6M | +12.6% | +92.1% | -79.5% | -2.4% |
| YTD | +3.7% | +158.5% | -154.8% | -15.8% |
| 1Y | +45.6% | +271.9% | -226.3% | +8.4% |
| All | +164.6% | +471.1% | -306.4% | +59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling