+267.5%
ASX vs SAN
+58.9%
+208.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.7% |
| 7D | -0.7% | +1.8% | -2.5% | -1.9% |
| 30D | +2.0% | +2.0% | 0.0% | +0.7% |
| 3M | -1.3% | +19.7% | -21.1% | -10.6% |
| 6M | +71.4% | +30.6% | +40.8% | +47.9% |
| YTD | +135.3% | +28.8% | +106.5% | +99.6% |
| 1Y | +267.5% | +57.8% | +209.7% | +172.6% |
| All | +267.5% | +58.9% | +208.6% | +172.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 1y: compounded portfolio wealth divided by compounded SAN 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…
1y analysis · Full analysis span regression · 6 months rolling