+597.0%
SE vs ASX
+861.0%
-264.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.1% | -5.0% | -1.6% |
| 7D | +0.6% | +6.3% | -5.7% | -2.2% |
| 30D | -0.1% | +6.4% | -6.5% | -3.1% |
| 3M | +34.1% | +13.1% | +21.0% | +21.5% |
| 6M | +23.2% | +90.3% | -67.1% | -16.3% |
| YTD | -11.2% | +149.6% | -160.8% | -47.5% |
| 1Y | -40.5% | +249.2% | -289.7% | -70.9% |
| 3Y | +196.3% | +445.9% | -249.6% | +8.0% |
| 5Y | -67.0% | +477.7% | -544.8% | -88.6% |
| All | +597.0% | +861.0% | -264.1% | +81.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling