+2,793.8%
ASX vs STT
+318.2%
+2,475.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.7% | -16.1% | -19.0% |
| 7D | -33.3% | -4.9% | -28.4% | -31.8% |
| 30D | -36.5% | -6.0% | -30.5% | -34.6% |
| 3M | -19.2% | -11.7% | -7.5% | -15.0% |
| 6M | -10.2% | +11.7% | -21.9% | -13.1% |
| YTD | +86.5% | +30.4% | +56.0% | +70.5% |
| 1Y | +89.6% | +43.9% | +45.7% | +67.4% |
| 3Y | +298.6% | +165.4% | +133.2% | +180.6% |
| 5Y | +414.3% | +101.0% | +313.3% | +290.6% |
| 10Y | +711.1% | +210.7% | +500.4% | +398.0% |
| All | +2,793.8% | +318.2% | +2,475.6% | +863.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling