+1,008.4%
ASX vs STT
+198.7%
+809.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.8% | -3.9% |
| 7D | +22.1% | +5.1% | +17.0% | +19.5% |
| 30D | -23.8% | -0.2% | -23.5% | -23.0% |
| 3M | -7.6% | -8.1% | +0.5% | -3.4% |
| 6M | +6.9% | +16.6% | -9.7% | +1.0% |
| YTD | +127.7% | +37.8% | +89.8% | +99.7% |
| 1Y | +144.5% | +46.8% | +97.7% | +108.9% |
| 3Y | +377.8% | +181.2% | +196.6% | +206.1% |
| 5Y | +498.2% | +105.1% | +393.1% | +321.6% |
| All | +1,008.4% | +198.7% | +809.7% | +564.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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