+210.2%
TER vs ASX
+396.7%
-186.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.6% | +1.7% | +2.7% |
| 7D | +5.9% | +0.8% | +5.1% | +4.3% |
| 30D | -30.8% | -20.4% | -10.3% | -17.0% |
| 3M | -29.9% | -2.1% | -27.8% | -29.6% |
| 6M | -27.5% | +8.2% | -35.7% | -32.9% |
| YTD | +37.5% | +137.3% | -99.8% | -33.1% |
| 1Y | +50.3% | +155.0% | -104.8% | -30.9% |
| All | +210.2% | +396.7% | -186.6% | -23.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling