-37.5%
U vs ASX
+1,102.9%
-1,140.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.1% | -3.5% | -0.7% |
| 7D | +4.5% | +6.3% | -1.8% | +1.0% |
| 30D | -0.6% | +6.4% | -7.0% | -4.7% |
| 3M | +48.4% | +13.1% | +35.3% | +31.0% |
| 6M | +115.4% | +90.3% | +25.1% | +32.4% |
| YTD | -3.2% | +149.6% | -152.8% | -51.5% |
| 1Y | -6.0% | +249.2% | -255.2% | -62.7% |
| 3Y | +13.5% | +445.9% | -432.4% | -69.2% |
| 5Y | -68.0% | +477.7% | -545.7% | -92.4% |
| All | -37.5% | +1,102.9% | -1,140.3% | -84.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling