+702.3%
GOOG vs ASX
+962.9%
-260.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.1% | -0.4% |
| 7D | +3.0% | +12.4% | -9.4% | -0.6% |
| 30D | -14.9% | -19.8% | +4.9% | -10.8% |
| 3M | -14.9% | -10.3% | -4.6% | -14.5% |
| 6M | -26.6% | +1.2% | -27.8% | -31.2% |
| YTD | -6.6% | +123.0% | -129.6% | -33.7% |
| 1Y | +5.1% | +145.4% | -140.4% | -28.0% |
| 3Y | +121.0% | +368.6% | -247.7% | +15.9% |
| 5Y | +97.3% | +486.0% | -388.7% | -7.0% |
| All | +702.3% | +962.9% | -260.6% | +184.2% |
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