+445.9%
ASX vs SU
+117.9%
+328.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.8% | +5.2% | +5.9% |
| 7D | +6.3% | -1.0% | +7.3% | +6.5% |
| 30D | +6.4% | +13.7% | -7.3% | +3.4% |
| 3M | +13.1% | +8.0% | +5.1% | +11.2% |
| 6M | +90.3% | +21.0% | +69.3% | +77.9% |
| YTD | +149.6% | +56.2% | +93.4% | +113.4% |
| 1Y | +249.2% | +72.2% | +177.0% | +188.0% |
| 3Y | +445.9% | +118.1% | +327.8% | +325.9% |
| All | +445.9% | +117.9% | +328.0% | +325.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling