-50.7%
SE vs ASX
+105.3%
-156.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.4% | -6.3% | -0.9% |
| 7D | +2.0% | -19.9% | +21.9% | +5.5% |
| 30D | -20.0% | -30.9% | +10.9% | -15.5% |
| 3M | -31.8% | -15.1% | -16.7% | -30.6% |
| 6M | -15.9% | -6.5% | -9.4% | -20.8% |
| YTD | -40.6% | +98.4% | -139.1% | -64.0% |
| 1Y | -50.7% | +107.9% | -158.5% | -71.3% |
| All | -50.7% | +105.3% | -156.0% | -71.3% |
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