+883.5%
QQQ vs ASX
+3,515.0%
-2,631.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +0.4% | -0.7% | +1.1% | +0.5% |
| 30D | +0.2% | +2.0% | -1.8% | -0.5% |
| 3M | -2.8% | -1.3% | -1.5% | -3.7% |
| 6M | +18.0% | +71.4% | -53.4% | +0.4% |
| YTD | +17.3% | +135.3% | -118.0% | -8.5% |
| 1Y | +25.6% | +267.5% | -241.9% | -13.4% |
| 3Y | +93.7% | +388.5% | -294.7% | +22.0% |
| 5Y | +94.2% | +417.1% | -322.9% | +18.4% |
| 10Y | +557.9% | +872.7% | -314.9% | +227.1% |
| All | +883.5% | +3,515.0% | -2,631.5% | +152.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling