+243.0%
GS vs ASX
+390.9%
-147.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +0.9% | -0.7% | +1.7% | +1.1% |
| 30D | -1.6% | +2.0% | -3.6% | -2.3% |
| 3M | -4.5% | -1.3% | -3.1% | -5.7% |
| 6M | +20.9% | +71.4% | -50.6% | -0.3% |
| YTD | +19.9% | +135.3% | -115.4% | -11.1% |
| 1Y | +41.4% | +267.5% | -226.1% | -10.5% |
| All | +243.0% | +390.9% | -147.9% | +84.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling