+360.5%
BE vs ASX
+272.9%
+87.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.2% | +7.1% | +7.1% |
| 7D | +20.0% | -0.7% | +20.7% | +20.9% |
| 30D | +7.9% | +2.0% | +5.9% | +5.9% |
| 3M | -13.2% | -1.3% | -11.9% | -10.1% |
| 6M | +53.5% | +71.4% | -18.0% | -6.7% |
| YTD | +191.0% | +135.3% | +55.7% | +28.5% |
| 1Y | +360.5% | +267.5% | +93.0% | +85.1% |
| All | +360.5% | +272.9% | +87.6% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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