-40.9%
SE vs ASX
+272.9%
-313.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -6.1% | -0.7% | -5.4% | -6.0% |
| 30D | -2.5% | +2.0% | -4.4% | -2.8% |
| 3M | +21.7% | -1.3% | +23.1% | +19.8% |
| 6M | +27.0% | +71.4% | -44.4% | +1.9% |
| YTD | -12.1% | +135.3% | -147.5% | -33.5% |
| 1Y | -40.9% | +267.5% | -308.4% | -55.4% |
| All | -40.9% | +272.9% | -313.8% | -55.4% |
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 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