+1,008.4%
ASX vs SU
+239.2%
+769.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.2% |
| 7D | +22.1% | +0.3% | +21.8% | +21.9% |
| 30D | -23.8% | -7.9% | -15.9% | -21.9% |
| 3M | -7.6% | +9.2% | -16.8% | -10.2% |
| 6M | +6.9% | +5.5% | +1.5% | +4.4% |
| YTD | +127.7% | +59.5% | +68.2% | +94.3% |
| 1Y | +144.5% | +59.9% | +84.6% | +108.3% |
| 3Y | +377.8% | +130.3% | +247.5% | +259.4% |
| 5Y | +498.2% | +225.3% | +272.9% | +294.3% |
| All | +1,008.4% | +239.2% | +769.1% | +571.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling