+239.5%
GM vs ASX
+1,923.8%
-1,684.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.5% |
| 3M | -0.2% | -10.3% | +10.1% | 0.0% |
| 6M | +13.9% | +1.2% | +12.7% | +6.9% |
| YTD | +6.5% | +123.0% | -116.6% | -24.3% |
| 1Y | +20.7% | +145.4% | -124.8% | -17.0% |
| 3Y | +229.5% | +368.6% | -139.2% | +71.5% |
| 5Y | +41.5% | +486.0% | -444.5% | -33.7% |
| 10Y | +204.8% | +941.0% | -736.2% | +8.6% |
| All | +239.5% | +1,923.8% | -1,684.2% | -6.7% |
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