+376.8%
ASX vs SN
+671.3%
-294.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.8% | -4.9% | -2.7% |
| 7D | +12.4% | +1.5% | +10.9% | +12.0% |
| 30D | -19.8% | +21.5% | -41.3% | -23.5% |
| 3M | -10.3% | +20.0% | -30.4% | -14.4% |
| 6M | +1.2% | +119.9% | -118.7% | -17.4% |
| YTD | +123.0% | +102.3% | +20.7% | +85.4% |
| 1Y | +145.4% | +148.0% | -2.6% | +95.1% |
| 3Y | +368.6% | +450.0% | -81.4% | +243.2% |
| All | +376.8% | +671.3% | -294.5% | +250.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling