-0.8%
ASX vs SPCH
-56.4%
+55.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -4.9% | +11.5% | +7.6% |
| 7D | +0.8% | +3.4% | -2.6% | +0.3% |
| 30D | -20.4% | -31.3% | +10.9% | -16.5% |
| 3M | -2.1% | -4.0% | +1.8% | -0.9% |
| All | -0.8% | -56.4% | +55.6% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPCH.
Daily Out/Under-Performance
Portfolio return minus SPCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPCH 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 SPCH 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 · Available span rolling