+3,582.5%
ASX vs SU
+2,118.2%
+1,464.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.8% | +4.8% | +6.0% |
| 7D | +0.8% | -4.3% | +5.1% | +2.5% |
| 30D | -20.4% | -6.2% | -14.3% | -18.8% |
| 3M | -2.1% | +9.7% | -11.8% | -5.2% |
| 6M | +8.2% | +7.3% | +0.9% | +4.8% |
| YTD | +137.3% | +58.7% | +78.5% | +102.1% |
| 1Y | +155.0% | +59.7% | +95.3% | +116.6% |
| 3Y | +397.9% | +129.2% | +268.7% | +272.9% |
| 5Y | +529.2% | +223.7% | +305.6% | +310.2% |
| 10Y | +1,007.5% | +235.9% | +771.6% | +545.5% |
| All | +3,582.5% | +2,118.2% | +1,464.3% | +1,858.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling