+18.4%
U vs ASX
+144.4%
-126.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.9% | +8.8% | +5.7% |
| 7D | +7.5% | -14.6% | +22.1% | +11.1% |
| 30D | -7.0% | -21.1% | +14.0% | -2.4% |
| 3M | +20.6% | -3.1% | +23.6% | +20.8% |
| 6M | +53.2% | +17.4% | +35.8% | +36.6% |
| YTD | -3.9% | +135.3% | -139.2% | -51.1% |
| 1Y | +18.4% | +146.5% | -128.1% | -43.8% |
| All | +18.4% | +144.4% | -126.1% | -43.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling