+842.4%
QQQ vs ASX
+3,397.4%
-2,555.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | +0.7% |
| 7D | +6.4% | +22.1% | -15.8% | +0.8% |
| 30D | -7.5% | -23.8% | +16.3% | -1.8% |
| 3M | -4.8% | -7.6% | +2.8% | -4.3% |
| 6M | -2.5% | +6.9% | -9.4% | -7.2% |
| YTD | +12.4% | +127.7% | -115.3% | -12.8% |
| 1Y | +11.3% | +144.5% | -133.2% | -15.3% |
| 3Y | +85.0% | +377.8% | -292.8% | +15.6% |
| 5Y | +79.6% | +498.2% | -418.6% | +4.7% |
| 10Y | +535.9% | +962.7% | -426.8% | +206.1% |
| All | +842.4% | +3,397.4% | -2,555.0% | +140.9% |
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 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