+112.6%
SPOT vs ASX
+490.0%
-377.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.6% | -2.1% |
| 7D | -6.5% | +11.1% | -17.6% | -9.6% |
| 30D | +2.2% | +9.6% | -7.4% | -1.4% |
| 3M | +5.4% | +18.6% | -13.2% | -4.7% |
| 6M | -4.0% | +92.1% | -96.1% | -30.2% |
| YTD | -9.9% | +158.5% | -168.4% | -43.6% |
| 1Y | -27.3% | +271.9% | -299.2% | -62.2% |
| 3Y | +236.4% | +465.2% | -228.8% | +28.6% |
| 5Y | +112.6% | +479.4% | -366.8% | -30.3% |
| All | +112.6% | +490.0% | -377.4% | -30.3% |
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 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