+1,709.5%
BE vs ASX
+366.9%
+1,342.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.0% | -2.9% | -3.1% |
| 7D | +10.8% | +12.4% | -1.6% | +0.6% |
| 30D | -19.8% | -19.8% | 0.0% | -3.7% |
| 3M | -18.7% | -10.3% | -8.4% | -11.6% |
| 6M | -33.7% | +1.2% | -35.0% | -34.0% |
| YTD | +121.0% | +123.0% | -2.1% | +16.6% |
| 1Y | +85.4% | +145.4% | -60.0% | -8.7% |
| 3Y | +1,709.5% | +368.6% | +1,340.9% | +333.3% |
| All | +1,709.5% | +366.9% | +1,342.6% | +333.3% |
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