+150.5%
ASX vs SN
+135.1%
+15.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -1.1% | -3.1% |
| 7D | +22.1% | +1.4% | +20.7% | +21.7% |
| 30D | -23.8% | +16.6% | -40.4% | -27.2% |
| 3M | -7.6% | +18.3% | -25.9% | -12.2% |
| 6M | +6.9% | +103.1% | -96.1% | -20.1% |
| YTD | +127.7% | +96.7% | +30.9% | +74.7% |
| All | +150.5% | +135.1% | +15.5% | +81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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