+368.6%
ASX vs SRE
+24.6%
+344.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.2% |
| 7D | +12.4% | +1.8% | +10.6% | +11.9% |
| 30D | -19.8% | -3.0% | -16.8% | -19.1% |
| 3M | -10.3% | -7.3% | -3.1% | -8.8% |
| 6M | +1.2% | -11.9% | +13.1% | +3.7% |
| YTD | +123.0% | -7.9% | +130.9% | +126.0% |
| 1Y | +145.4% | -11.1% | +156.6% | +150.4% |
| 3Y | +368.6% | +24.8% | +343.8% | +337.0% |
| All | +368.6% | +24.6% | +344.0% | +337.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling