+523.5%
ASX vs SBAC
-40.2%
+563.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.7% | +7.3% | +6.7% |
| 7D | +0.8% | -2.8% | +3.6% | +1.1% |
| 30D | -20.4% | +3.1% | -23.5% | -20.8% |
| 3M | -2.1% | +5.1% | -7.3% | -2.8% |
| 6M | +8.2% | -11.4% | +19.6% | +10.0% |
| YTD | +137.3% | +0.2% | +137.1% | +134.9% |
| 1Y | +155.0% | -3.9% | +158.9% | +154.7% |
| 3Y | +397.9% | -7.7% | +405.6% | +388.2% |
| All | +523.5% | -40.2% | +563.7% | +603.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 5y: compounded portfolio wealth divided by compounded SBAC 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…
5y analysis · Full analysis span regression · 6 months rolling