-48.8%
SE vs ASX
+144.4%
-193.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.9% | +8.4% | +5.1% |
| 7D | +6.7% | -14.6% | +21.3% | +9.4% |
| 30D | -17.2% | -21.1% | +3.9% | -14.2% |
| 3M | -28.0% | -3.1% | -25.0% | -28.3% |
| 6M | -6.1% | +17.4% | -23.5% | -16.5% |
| YTD | -37.1% | +135.3% | -172.5% | -62.9% |
| 1Y | -48.8% | +146.5% | -195.3% | -71.0% |
| All | -48.8% | +144.4% | -193.2% | -71.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling