+249.7%
ICE vs ASX
+878.5%
-628.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.3% | -1.9% | +1.0% |
| 7D | +3.2% | -9.1% | +12.3% | +3.9% |
| 30D | +12.9% | -23.6% | +36.5% | +15.5% |
| 3M | +17.5% | -5.6% | +23.2% | +16.7% |
| 6M | +14.0% | +4.7% | +9.3% | +9.6% |
| YTD | +10.0% | +122.6% | -112.6% | -7.0% |
| 1Y | +19.5% | +133.0% | -113.5% | +0.1% |
| 3Y | +66.8% | +367.1% | -300.4% | +18.8% |
| 5Y | +40.3% | +504.7% | -464.4% | -7.4% |
| 10Y | +249.7% | +887.2% | -637.5% | +95.8% |
| All | +249.7% | +878.5% | -628.8% | +95.8% |
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