+3,552.3%
ASX vs SBAC
+398.0%
+3,154.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.4% |
| 7D | -0.7% | -0.8% | +0.1% | -0.6% |
| 30D | +2.0% | +6.9% | -4.9% | +0.8% |
| 3M | -1.3% | -8.2% | +6.9% | -0.4% |
| 6M | +71.4% | -1.6% | +73.1% | +69.9% |
| YTD | +135.3% | -0.1% | +135.4% | +132.4% |
| 1Y | +267.5% | -0.5% | +267.9% | +262.4% |
| 3Y | +388.5% | -9.1% | +397.5% | +382.5% |
| 5Y | +417.1% | -43.8% | +460.9% | +452.3% |
| 10Y | +872.7% | +80.5% | +792.2% | +744.8% |
| All | +3,552.3% | +398.0% | +3,154.3% | +2,113.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling