+1,055.1%
ASX vs SRE
+123.9%
+931.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.2% | +6.8% | +6.7% |
| 7D | +0.8% | -5.6% | +6.5% | +3.0% |
| 30D | -20.4% | -4.5% | -16.0% | -19.1% |
| 3M | -2.1% | -7.7% | +5.6% | +0.5% |
| 6M | +8.2% | -14.4% | +22.6% | +13.6% |
| YTD | +137.3% | -9.4% | +146.7% | +143.9% |
| 1Y | +155.0% | -13.8% | +168.9% | +166.4% |
| 3Y | +397.9% | +22.2% | +375.8% | +349.2% |
| 5Y | +529.2% | +50.5% | +478.8% | +423.3% |
| All | +1,055.1% | +123.9% | +931.2% | +753.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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