+267.5%
ASX vs SM
+36.8%
+230.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | -0.1% |
| 7D | -0.7% | -0.5% | -0.2% | -0.7% |
| 30D | +2.0% | +25.6% | -23.6% | +4.7% |
| 3M | -1.3% | +8.0% | -9.4% | +1.3% |
| 6M | +71.4% | +50.8% | +20.6% | +74.6% |
| YTD | +135.3% | +97.9% | +37.4% | +135.2% |
| 1Y | +267.5% | +33.8% | +233.7% | +286.9% |
| All | +267.5% | +36.8% | +230.7% | +286.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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