+82.1%
QQQ vs ASX
+538.6%
-456.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.6% | -4.3% | 0.0% |
| 7D | -0.2% | +0.8% | -1.1% | -1.4% |
| 30D | -7.5% | -20.4% | +13.0% | -1.2% |
| 3M | -3.8% | -2.1% | -1.7% | -5.4% |
| 6M | -3.0% | +8.2% | -11.2% | -10.7% |
| YTD | +12.8% | +137.3% | -124.5% | -25.7% |
| 1Y | +11.6% | +155.0% | -143.4% | -28.8% |
| 3Y | +85.6% | +397.9% | -312.4% | -17.2% |
| 5Y | +82.1% | +529.2% | -447.1% | -30.9% |
| All | +82.1% | +538.6% | -456.4% | -30.9% |
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 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