+53.4%
T vs ASX
+431.2%
-377.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.4% | -7.3% | -0.5% |
| 7D | +1.0% | -19.9% | +21.0% | -0.2% |
| 30D | -10.6% | -30.9% | +20.3% | -12.2% |
| 3M | -7.7% | -15.1% | +7.3% | -8.4% |
| 6M | -13.3% | -6.5% | -6.8% | -13.5% |
| YTD | -8.8% | +98.4% | -107.2% | -7.5% |
| 1Y | -8.4% | +107.9% | -116.3% | -7.1% |
| 3Y | +59.6% | +325.3% | -265.6% | +56.9% |
| All | +53.4% | +431.2% | -377.8% | +41.3% |
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