+256.3%
ASX vs SU
+71.3%
+184.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.1% | -3.3% |
| 7D | +6.5% | +1.7% | +4.8% | +6.6% |
| 30D | +3.1% | +9.6% | -6.5% | +3.9% |
| 3M | +17.4% | +11.7% | +5.7% | +20.3% |
| 6M | +85.4% | +21.9% | +63.5% | +80.6% |
| YTD | +150.1% | +58.6% | +91.4% | +123.6% |
| 1Y | +256.3% | +66.5% | +189.8% | +211.3% |
| All | +256.3% | +71.3% | +184.9% | +211.3% |
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