+120.1%
SPOT vs ASX
+482.2%
-362.1%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.0% | +4.4% | +2.8% |
| 7D | +1.6% | +12.4% | -10.8% | -1.3% |
| 30D | +16.9% | -19.8% | +36.7% | +20.9% |
| 3M | +23.0% | -10.3% | +33.3% | +21.3% |
| 6M | +42.2% | +1.2% | +40.9% | +28.2% |
| YTD | +5.5% | +123.0% | -117.5% | -33.9% |
| 1Y | -5.1% | +145.4% | -150.5% | -43.2% |
| 3Y | +257.9% | +368.6% | -110.7% | +38.8% |
| All | +120.1% | +482.2% | -362.1% | -33.5% |
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