+326.8%
INTC vs ASX
+256.3%
+70.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +6.1% | +3.0% | +4.1% |
| 7D | +17.4% | +6.3% | +11.1% | +11.9% |
| 30D | +2.8% | +6.4% | -3.6% | -2.4% |
| 3M | -5.3% | +13.1% | -18.4% | -13.9% |
| 6M | +140.6% | +90.3% | +50.3% | +54.5% |
| YTD | +183.1% | +149.6% | +33.5% | +56.4% |
| 1Y | +326.8% | +249.2% | +77.6% | +110.9% |
| All | +326.8% | +256.3% | +70.5% | +110.9% |
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