+246.5%
GM vs ASX
+2,035.3%
-1,788.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +1.9% | -0.7% | +2.7% | +2.2% |
| 30D | -1.4% | +2.0% | -3.4% | -2.3% |
| 3M | +5.9% | -1.3% | +7.2% | +3.7% |
| 6M | +12.4% | +71.4% | -59.0% | -9.3% |
| YTD | +8.6% | +135.3% | -126.7% | -21.8% |
| 1Y | +52.6% | +267.5% | -214.9% | -7.0% |
| 3Y | +169.7% | +388.5% | -218.8% | +42.5% |
| 5Y | +87.5% | +417.1% | -329.5% | -6.2% |
| 10Y | +233.0% | +872.7% | -639.8% | +24.3% |
| All | +246.5% | +2,035.3% | -1,788.9% | -3.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling