+57.4%
INTC vs ASX
+144.4%
-87.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.9% | +0.2% | -0.1% |
| 7D | -39.0% | -14.6% | -24.4% | -27.6% |
| 30D | -49.8% | -21.1% | -28.8% | -36.7% |
| 3M | -42.2% | -3.1% | -39.2% | -39.7% |
| 6M | -39.2% | +17.4% | -56.5% | -47.0% |
| YTD | +57.9% | +135.3% | -77.4% | -27.9% |
| 1Y | +57.4% | +146.5% | -89.1% | -32.1% |
| All | +57.4% | +144.4% | -87.1% | -32.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling