+985.8%
ASX vs SU
+242.3%
+743.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.3% |
| 7D | +12.4% | +1.7% | +10.7% | +11.8% |
| 30D | -19.8% | -7.9% | -11.9% | -17.8% |
| 3M | -10.3% | +7.5% | -17.9% | -12.4% |
| 6M | +1.2% | +7.2% | -6.0% | -1.7% |
| YTD | +123.0% | +60.9% | +62.1% | +89.8% |
| 1Y | +145.4% | +63.6% | +81.8% | +107.6% |
| 3Y | +368.6% | +128.9% | +239.7% | +253.2% |
| 5Y | +486.0% | +228.3% | +257.8% | +285.2% |
| All | +985.8% | +242.3% | +743.5% | +556.0% |
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 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