+457.2%
GS vs ASX
+878.5%
-421.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.8% | -0.5% |
| 7D | +1.6% | -9.1% | +10.7% | +3.7% |
| 30D | +1.7% | -23.6% | +25.2% | +8.6% |
| 3M | -11.6% | -5.6% | -6.0% | -11.9% |
| 6M | -1.9% | +4.7% | -6.6% | -7.4% |
| YTD | +5.1% | +122.6% | -117.5% | -22.7% |
| 1Y | +16.4% | +133.0% | -116.6% | -15.6% |
| 3Y | +199.0% | +367.1% | -168.2% | +66.8% |
| 5Y | +157.4% | +504.7% | -347.3% | +27.6% |
| 10Y | +457.2% | +887.2% | -430.0% | +115.5% |
| All | +457.2% | +878.5% | -421.3% | +115.5% |
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 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