+151.8%
TER vs ASX
+324.2%
-172.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.4% | -3.9% | -2.9% |
| 7D | -20.5% | -19.9% | -0.5% | -4.8% |
| 30D | -47.0% | -30.9% | -16.1% | -28.8% |
| 3M | -43.3% | -15.1% | -28.2% | -35.8% |
| 6M | -42.9% | -6.5% | -36.4% | -40.3% |
| YTD | +12.9% | +98.4% | -85.6% | -36.3% |
| 1Y | +18.2% | +107.9% | -89.7% | -35.7% |
| 3Y | +151.8% | +325.3% | -173.5% | -28.8% |
| All | +151.8% | +324.2% | -172.4% | -28.8% |
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 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