+3,552.3%
ASX vs SU
+2,065.4%
+1,486.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | -0.7% | +3.6% | -4.3% | -1.8% |
| 30D | +2.0% | +7.9% | -5.9% | -0.5% |
| 3M | -1.3% | +3.5% | -4.8% | -2.9% |
| 6M | +71.4% | +19.0% | +52.5% | +60.2% |
| YTD | +135.3% | +55.0% | +80.4% | +102.3% |
| 1Y | +267.5% | +71.2% | +196.3% | +205.6% |
| 3Y | +388.5% | +117.4% | +271.1% | +271.4% |
| 5Y | +417.1% | +335.2% | +81.9% | +205.9% |
| 10Y | +872.7% | +248.7% | +624.0% | +460.0% |
| All | +3,552.3% | +2,065.4% | +1,486.9% | +1,860.1% |
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