+1,007.5%
ASX vs SAN
+275.0%
+732.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.6% | +7.2% | +6.9% |
| 7D | +0.8% | +3.4% | -2.6% | -0.5% |
| 30D | -20.4% | -6.3% | -14.2% | -18.3% |
| 3M | -2.1% | -14.1% | +12.0% | +4.1% |
| 6M | +8.2% | +4.2% | +4.1% | +6.5% |
| YTD | +137.3% | +9.0% | +128.2% | +127.6% |
| 1Y | +155.0% | +18.8% | +136.2% | +135.9% |
| 3Y | +397.9% | +252.0% | +145.9% | +190.8% |
| 5Y | +529.2% | +299.5% | +229.8% | +237.1% |
| 10Y | +1,007.5% | +276.7% | +730.9% | +475.0% |
| All | +1,007.5% | +275.0% | +732.5% | +475.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling