+72.6%
XYZ vs ASX
+324.2%
-251.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.4% | -4.7% | +0.2% |
| 7D | +12.1% | -19.9% | +32.1% | +17.3% |
| 30D | +12.4% | -30.9% | +43.2% | +21.1% |
| 3M | +8.2% | -15.1% | +23.3% | +9.6% |
| 6M | +20.7% | -6.5% | +27.2% | +14.1% |
| YTD | +31.3% | +98.4% | -67.1% | -7.9% |
| 1Y | +20.5% | +107.9% | -87.3% | -17.2% |
| 3Y | +72.6% | +325.3% | -252.7% | -19.8% |
| All | +72.6% | +324.2% | -251.6% | -19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling