+146.5%
ASX vs SAN
+23.5%
+123.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +6.4% | -10.4% | -7.5% |
| 7D | -14.6% | +4.5% | -19.1% | -16.7% |
| 30D | -21.1% | -12.1% | -9.0% | -14.9% |
| 3M | -3.1% | -15.6% | +12.5% | +6.6% |
| 6M | +17.4% | +5.8% | +11.6% | +15.6% |
| YTD | +135.3% | +5.5% | +129.9% | +125.5% |
| 1Y | +146.5% | +23.6% | +122.9% | +119.1% |
| All | +146.5% | +23.5% | +123.0% | +119.1% |
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