+107.9%
ASX vs SN
+137.4%
-29.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.7% | +3.7% | +5.6% |
| 7D | -19.9% | +7.2% | -27.1% | -21.6% |
| 30D | -30.9% | +20.4% | -51.3% | -34.8% |
| 3M | -15.1% | +23.9% | -39.0% | -20.9% |
| 6M | -6.5% | +93.0% | -99.5% | -28.7% |
| YTD | +98.4% | +99.2% | -0.8% | +50.1% |
| 1Y | +107.9% | +142.6% | -34.7% | +48.2% |
| All | +107.9% | +137.4% | -29.5% | +48.2% |
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