+311.5%
SPY vs ASX
+918.4%
-606.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.1% | -6.6% | -2.1% |
| 7D | +0.5% | +6.3% | -5.8% | -1.1% |
| 30D | -0.9% | +6.4% | -7.4% | -2.8% |
| 3M | +3.9% | +13.1% | -9.3% | -1.2% |
| 6M | +14.5% | +90.3% | -75.8% | -6.6% |
| YTD | +12.9% | +149.6% | -136.7% | -15.1% |
| 1Y | +19.4% | +249.2% | -229.8% | -18.9% |
| 3Y | +78.5% | +445.9% | -367.4% | +3.3% |
| 5Y | +81.8% | +477.7% | -396.0% | 0.0% |
| 10Y | +311.5% | +913.4% | -601.9% | +78.8% |
| All | +311.5% | +918.4% | -606.8% | +78.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling