+913.4%
ASX vs SM
+12.3%
+901.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.6% | +2.5% | +5.7% |
| 7D | +6.3% | -0.2% | +6.5% | +6.3% |
| 30D | +6.4% | +31.5% | -25.1% | +3.5% |
| 3M | +13.1% | +17.3% | -4.2% | +10.8% |
| 6M | +90.3% | +48.5% | +41.8% | +80.7% |
| YTD | +149.6% | +106.3% | +43.4% | +128.3% |
| 1Y | +249.2% | +47.3% | +201.9% | +230.1% |
| 3Y | +445.9% | -1.4% | +447.3% | +429.5% |
| 5Y | +477.7% | +114.0% | +363.7% | +415.3% |
| 10Y | +913.4% | +12.5% | +900.9% | +662.9% |
| All | +913.4% | +12.3% | +901.0% | +662.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling