+3,552.3%
ASX vs STT
+391.6%
+3,160.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -0.7% | +0.5% | -1.2% | -0.9% |
| 30D | +2.0% | +3.9% | -1.9% | +0.5% |
| 3M | -1.3% | +20.0% | -21.3% | -7.5% |
| 6M | +71.4% | +55.3% | +16.1% | +46.6% |
| YTD | +135.3% | +53.3% | +82.0% | +101.7% |
| 1Y | +267.5% | +74.7% | +192.8% | +200.2% |
| 3Y | +388.5% | +205.8% | +182.7% | +224.5% |
| 5Y | +417.1% | +145.0% | +272.1% | +263.2% |
| 10Y | +872.7% | +266.0% | +606.7% | +459.4% |
| All | +3,552.3% | +391.6% | +3,160.7% | +1,040.6% |
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