+128.8%
GOOG vs ASX
+490.0%
-361.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.5% | -5.6% | -3.1% |
| 7D | -1.6% | +11.1% | -12.7% | -4.7% |
| 30D | -7.7% | +9.6% | -17.3% | -10.6% |
| 3M | -9.3% | +18.6% | -27.9% | -16.3% |
| 6M | +7.4% | +92.1% | -84.7% | -18.2% |
| YTD | +4.9% | +158.5% | -153.6% | -29.2% |
| 1Y | +37.2% | +271.9% | -234.7% | -20.0% |
| 3Y | +141.6% | +465.2% | -323.6% | +11.5% |
| 5Y | +128.8% | +479.4% | -350.7% | -2.5% |
| All | +128.8% | +490.0% | -361.3% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling