-39.0%
U vs ASX
+1,033.9%
-1,073.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -3.8% | -0.7% | -3.1% | -3.4% |
| 30D | +17.5% | +2.0% | +15.5% | +15.4% |
| 3M | +38.7% | -1.3% | +40.1% | +31.8% |
| 6M | +104.4% | +71.4% | +33.0% | +33.7% |
| YTD | -5.7% | +135.3% | -141.0% | -51.2% |
| 1Y | +3.7% | +267.5% | -263.8% | -60.5% |
| 3Y | +12.3% | +388.5% | -376.2% | -67.3% |
| 5Y | -68.8% | +417.1% | -485.9% | -92.3% |
| All | -39.0% | +1,033.9% | -1,073.0% | -84.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling