+371.4%
ASX vs STT
+177.3%
+194.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.2% | +5.4% | +6.6% |
| 7D | -12.3% | +0.9% | -13.2% | -12.1% |
| 30D | -26.0% | -2.3% | -23.7% | -24.2% |
| 3M | -8.1% | -7.5% | -0.6% | -3.2% |
| 6M | +1.4% | +14.9% | -13.5% | -4.4% |
| YTD | +115.6% | +34.9% | +80.7% | +86.7% |
| 1Y | +128.0% | +47.1% | +80.9% | +89.2% |
| 3Y | +371.4% | +179.6% | +191.8% | +178.3% |
| All | +371.4% | +177.3% | +194.1% | +178.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling