+54.1%
T vs ASX
+849.3%
-795.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.6% | -7.8% | +0.6% |
| 7D | +1.7% | -12.3% | +14.0% | +2.0% |
| 30D | -1.7% | -26.0% | +24.3% | -1.0% |
| 3M | -7.3% | -8.1% | +0.8% | -7.6% |
| 6M | -11.2% | +1.4% | -12.6% | -12.6% |
| YTD | -8.1% | +115.6% | -123.6% | -14.4% |
| 1Y | -8.0% | +128.0% | -136.0% | -14.8% |
| 3Y | +62.1% | +371.4% | -309.3% | +36.3% |
| 5Y | +55.7% | +469.4% | -413.7% | +24.5% |
| 10Y | +54.1% | +842.6% | -788.5% | +5.7% |
| All | +54.1% | +849.3% | -795.2% | +5.7% |
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