+250.1%
SPOT vs ASX
+737.9%
-487.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.0% | +0.6% |
| 7D | -6.9% | +6.5% | -13.3% | -8.5% |
| 30D | +4.1% | +3.1% | +1.0% | +2.7% |
| 3M | +3.7% | +17.4% | -13.7% | -4.3% |
| 6M | -1.6% | +85.4% | -87.1% | -22.6% |
| YTD | -10.2% | +150.1% | -160.2% | -36.7% |
| 1Y | -25.9% | +256.3% | -282.2% | -54.1% |
| 3Y | +235.6% | +446.9% | -211.3% | +72.6% |
| 5Y | +110.6% | +447.1% | -336.5% | +2.4% |
| All | +250.1% | +737.9% | -487.7% | +35.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling