+1,008.9%
BE vs ASX
+1,142.6%
-133.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +6.1% | +3.6% | +4.7% |
| 7D | +29.8% | +6.3% | +23.5% | +23.8% |
| 30D | +26.4% | +6.4% | +20.0% | +20.6% |
| 3M | +9.3% | +13.1% | -3.8% | +2.4% |
| 6M | +105.1% | +90.3% | +14.8% | +26.6% |
| YTD | +219.0% | +149.6% | +69.4% | +59.6% |
| 1Y | +418.8% | +249.2% | +169.6% | +104.9% |
| 3Y | +1,784.6% | +445.9% | +1,338.7% | +413.8% |
| 5Y | +1,251.0% | +477.7% | +773.2% | +243.6% |
| All | +1,008.9% | +1,142.6% | -133.7% | +64.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling