+532.2%
BE vs ASX
+482.2%
+50.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.0% | -2.9% | -3.2% |
| 7D | +10.8% | +12.4% | -1.6% | +0.6% |
| 30D | -19.8% | -19.8% | 0.0% | -3.8% |
| 3M | -18.7% | -10.3% | -8.4% | -11.6% |
| 6M | -33.7% | +1.2% | -35.0% | -34.2% |
| YTD | +121.0% | +123.0% | -2.1% | +14.0% |
| 1Y | +85.4% | +145.4% | -60.0% | -11.0% |
| 3Y | +1,709.5% | +368.6% | +1,340.9% | +398.8% |
| All | +532.2% | +482.2% | +50.0% | +33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling