+1,616.9%
BE vs ASX
+324.2%
+1,292.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +6.4% | -3.0% | -2.1% |
| 7D | -14.7% | -19.9% | +5.2% | +2.6% |
| 30D | -40.5% | -30.9% | -9.6% | -19.2% |
| 3M | -24.3% | -15.1% | -9.2% | -14.0% |
| 6M | -39.3% | -6.5% | -32.8% | -35.2% |
| YTD | +99.4% | +98.4% | +0.9% | +17.0% |
| 1Y | +26.6% | +107.9% | -81.3% | -27.7% |
| 3Y | +1,616.9% | +325.3% | +1,291.7% | +429.4% |
| All | +1,616.9% | +324.2% | +1,292.7% | +429.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling