+858.4%
ASX vs STZ
-9.3%
+867.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | -0.7% | -1.9% | +1.2% | -0.2% |
| 30D | +2.0% | -1.9% | +3.9% | +2.3% |
| 3M | -1.3% | -6.2% | +4.9% | -0.2% |
| 6M | +71.4% | -14.0% | +85.4% | +76.8% |
| YTD | +135.3% | -5.1% | +140.4% | +133.3% |
| 1Y | +267.5% | -9.6% | +277.0% | +268.9% |
| 3Y | +388.5% | -47.2% | +435.7% | +480.1% |
| 5Y | +417.1% | -33.6% | +450.7% | +459.9% |
| All | +858.4% | -9.3% | +867.8% | +791.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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