+70.3%
SE vs ASX
+324.2%
-253.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.4% | -6.3% | -1.5% |
| 7D | +2.0% | -19.9% | +21.9% | +7.2% |
| 30D | -20.0% | -30.9% | +10.9% | -13.2% |
| 3M | -31.8% | -15.1% | -16.7% | -30.3% |
| 6M | -15.9% | -6.5% | -9.4% | -19.8% |
| YTD | -40.6% | +98.4% | -139.1% | -57.6% |
| 1Y | -50.7% | +107.9% | -158.5% | -65.4% |
| 3Y | +70.3% | +325.3% | -255.0% | +16.5% |
| All | +70.3% | +324.2% | -253.9% | +16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling