+3.0%
SSPC vs ASX
-16.5%
+19.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +6.4% | -23.7% | -12.5% |
| 7D | -4.7% | -19.9% | +15.3% | -14.5% |
| 30D | +36.7% | -30.9% | +67.6% | +16.2% |
| 3M | -49.4% | -15.1% | -34.3% | -51.5% |
| All | +3.0% | -16.5% | +19.4% | +0.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling