+67.7%
T vs ASX
+429.3%
-361.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.2% | -1.9% |
| 7D | -1.3% | -0.7% | -0.6% | -1.3% |
| 30D | +11.4% | +2.0% | +9.4% | +11.5% |
| 3M | +14.3% | -1.3% | +15.6% | +14.5% |
| 6M | -9.3% | +71.4% | -80.7% | -7.9% |
| YTD | +7.1% | +135.3% | -128.2% | +9.1% |
| 1Y | -9.1% | +267.5% | -276.6% | -7.4% |
| 3Y | +105.3% | +388.5% | -283.1% | +102.9% |
| All | +67.7% | +429.3% | -361.6% | +53.8% |
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 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