+887.2%
ASX vs STZ
+11.6%
+875.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | -9.1% | +5.3% | -14.5% | -10.3% |
| 30D | -23.6% | +19.6% | -43.2% | -27.4% |
| 3M | -5.6% | +10.0% | -15.6% | -8.7% |
| 6M | +4.7% | -0.3% | +5.0% | +3.4% |
| YTD | +122.6% | +8.6% | +114.0% | +111.5% |
| 1Y | +133.0% | +16.6% | +116.4% | +115.9% |
| 3Y | +367.1% | -34.8% | +401.9% | +416.5% |
| 5Y | +504.7% | -27.8% | +532.6% | +540.0% |
| 10Y | +887.2% | +12.5% | +874.7% | +777.9% |
| All | +887.2% | +11.6% | +875.7% | +777.9% |
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