-24.8%
U vs ASX
+938.7%
-963.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.6% | -8.7% | -4.2% |
| 7D | +32.3% | -12.3% | +44.6% | +36.6% |
| 30D | +9.7% | -26.0% | +35.7% | +22.7% |
| 3M | +19.6% | -8.1% | +27.7% | +17.1% |
| 6M | +82.6% | +1.4% | +81.2% | +57.3% |
| YTD | +16.4% | +115.6% | -99.1% | -40.4% |
| 1Y | +28.5% | +128.0% | -99.5% | -36.6% |
| 3Y | +103.8% | +371.4% | -267.6% | -43.5% |
| 5Y | -70.0% | +469.4% | -539.4% | -92.9% |
| All | -24.8% | +938.7% | -963.5% | -81.4% |
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