+229.1%
T vs ASX
+2,948.3%
-2,719.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.4% | -7.3% | -1.5% |
| 7D | +1.0% | -19.9% | +21.0% | +3.0% |
| 30D | -10.6% | -30.9% | +20.3% | -7.9% |
| 3M | -7.7% | -15.1% | +7.3% | -7.3% |
| 6M | -13.3% | -6.5% | -6.8% | -14.9% |
| YTD | -8.8% | +98.4% | -107.2% | -18.3% |
| 1Y | -8.4% | +107.9% | -116.3% | -18.6% |
| 3Y | +59.6% | +325.3% | -265.6% | +26.6% |
| 5Y | +52.1% | +447.3% | -395.2% | +14.3% |
| 10Y | +56.9% | +763.2% | -706.3% | +6.0% |
| All | +229.1% | +2,948.3% | -2,719.2% | +50.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling