+911.5%
BE vs ASX
+1,071.4%
-159.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.2% | +7.1% | +7.2% |
| 7D | +20.0% | -0.7% | +20.7% | +20.8% |
| 30D | +7.9% | +2.0% | +5.9% | +6.3% |
| 3M | -13.2% | -1.3% | -11.9% | -9.9% |
| 6M | +53.5% | +71.4% | -18.0% | +3.2% |
| YTD | +191.0% | +135.3% | +55.7% | +52.4% |
| 1Y | +360.5% | +267.5% | +93.0% | +73.5% |
| 3Y | +1,568.0% | +388.5% | +1,179.5% | +395.2% |
| 5Y | +1,055.2% | +417.1% | +638.1% | +219.0% |
| All | +911.5% | +1,071.4% | -159.9% | +57.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling