+94.5%
QQQ vs ASX
+490.0%
-395.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -1.6% |
| 7D | +1.0% | +11.1% | -10.1% | -2.9% |
| 30D | -0.6% | +9.6% | -10.2% | -4.3% |
| 3M | +1.3% | +18.6% | -17.3% | -6.9% |
| 6M | +18.1% | +92.1% | -74.0% | -11.6% |
| YTD | +16.9% | +158.5% | -141.6% | -23.2% |
| 1Y | +24.0% | +271.9% | -247.9% | -30.6% |
| 3Y | +95.6% | +465.2% | -369.6% | -13.7% |
| 5Y | +94.5% | +479.4% | -384.9% | -21.4% |
| All | +94.5% | +490.0% | -395.5% | -21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling