-78.0%
SE vs ASX
+482.2%
-560.2%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.2% | +2.1% |
| 7D | -0.5% | +12.4% | -12.9% | -6.2% |
| 30D | -20.9% | -19.8% | -1.1% | -14.9% |
| 3M | -38.9% | -10.3% | -28.6% | -38.7% |
| 6M | -19.4% | +1.2% | -20.7% | -29.3% |
| YTD | -40.9% | +123.0% | -164.0% | -69.4% |
| 1Y | -46.2% | +145.4% | -191.6% | -73.9% |
| 3Y | +63.7% | +368.6% | -304.9% | -57.7% |
| All | -78.0% | +482.2% | -560.2% | -95.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling