-68.4%
U vs ASX
+431.2%
-499.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.4% | -0.9% | +2.2% |
| 7D | +36.6% | -19.9% | +56.5% | +48.8% |
| 30D | +13.3% | -30.9% | +44.2% | +33.0% |
| 3M | +26.2% | -15.1% | +41.3% | +28.4% |
| 6M | +88.7% | -6.5% | +95.2% | +65.0% |
| YTD | +16.6% | +98.4% | -81.9% | -44.9% |
| 1Y | +29.0% | +107.9% | -78.9% | -41.2% |
| 3Y | +99.5% | +325.3% | -225.8% | -57.2% |
| All | -68.4% | +431.2% | -499.6% | -94.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling