+146.5%
ASX vs SU
+88.1%
+58.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.5% | +0.6% | -4.5% |
| 7D | -14.6% | -7.1% | -7.5% | -15.4% |
| 30D | -21.1% | +4.8% | -25.8% | -20.3% |
| 3M | -3.1% | +12.5% | -15.6% | -1.2% |
| 6M | +17.4% | +6.5% | +10.9% | +21.2% |
| YTD | +135.3% | +65.8% | +69.5% | +116.4% |
| 1Y | +146.5% | +86.2% | +60.4% | +125.0% |
| All | +146.5% | +88.1% | +58.4% | +125.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling