+248.9%
SPOT vs ASX
+412.0%
-163.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.2% |
| 7D | -0.9% | -0.7% | -0.2% | -0.8% |
| 30D | +12.5% | +2.0% | +10.5% | +11.8% |
| 3M | +9.9% | -1.3% | +11.2% | +7.8% |
| 6M | +1.6% | +71.4% | -69.9% | -13.7% |
| YTD | -6.6% | +135.3% | -141.9% | -28.1% |
| 1Y | -22.9% | +267.5% | -290.4% | -49.1% |
| All | +248.9% | +412.0% | -163.1% | +88.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling