+325.3%
ASX vs SAN
+235.5%
+89.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.2% | +8.7% | +7.5% |
| 7D | -19.9% | +4.9% | -24.8% | -22.1% |
| 30D | -30.9% | -13.0% | -17.9% | -26.0% |
| 3M | -15.1% | -18.9% | +3.8% | -6.1% |
| 6M | -6.5% | -4.1% | -2.3% | -4.3% |
| YTD | +98.4% | +2.6% | +95.9% | +94.9% |
| 1Y | +107.9% | +16.9% | +90.9% | +92.1% |
| 3Y | +325.3% | +239.1% | +86.2% | +146.4% |
| All | +325.3% | +235.5% | +89.8% | +146.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling