+379.5%
SE vs ASX
+729.9%
-350.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.6% | -5.7% | -0.7% |
| 7D | +3.3% | -12.3% | +15.6% | +7.8% |
| 30D | -18.2% | -26.0% | +7.8% | -9.1% |
| 3M | -31.3% | -8.1% | -23.2% | -31.4% |
| 6M | -10.1% | +1.4% | -11.5% | -19.2% |
| YTD | -38.9% | +115.6% | -154.5% | -62.8% |
| 1Y | -48.0% | +128.0% | -176.0% | -69.3% |
| 3Y | +78.8% | +371.4% | -292.6% | -32.9% |
| 5Y | -77.1% | +469.4% | -546.5% | -92.2% |
| All | +379.5% | +729.9% | -350.4% | +28.5% |
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