+65.3%
T vs ASX
+918.4%
-853.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.1% | -6.4% | -0.6% |
| 7D | -1.5% | +6.3% | -7.8% | -1.8% |
| 30D | +7.6% | +6.4% | +1.2% | +7.2% |
| 3M | +15.3% | +13.1% | +2.2% | +13.9% |
| 6M | -8.5% | +90.3% | -98.8% | -13.0% |
| YTD | +6.8% | +149.6% | -142.9% | -0.8% |
| 1Y | -7.2% | +249.2% | -256.4% | -16.4% |
| 3Y | +108.2% | +445.9% | -337.6% | +74.3% |
| 5Y | +66.1% | +477.7% | -411.7% | +34.7% |
| 10Y | +65.3% | +913.4% | -848.1% | +13.5% |
| All | +65.3% | +918.4% | -853.1% | +13.5% |
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 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