-78.0%
SE vs ASX
+431.2%
-509.2%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.4% | -6.3% | -2.8% |
| 7D | +2.0% | -19.9% | +21.9% | +11.6% |
| 30D | -20.0% | -30.9% | +10.9% | -7.3% |
| 3M | -31.8% | -15.1% | -16.7% | -29.6% |
| 6M | -15.9% | -6.5% | -9.4% | -23.9% |
| YTD | -40.6% | +98.4% | -139.1% | -67.4% |
| 1Y | -50.7% | +107.9% | -158.5% | -73.8% |
| 3Y | +70.3% | +325.3% | -255.0% | -54.1% |
| All | -78.0% | +431.2% | -509.2% | -95.5% |
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 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