+661.5%
STM vs ASX
+856.9%
-195.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.7% |
| 7D | +5.8% | -0.7% | +6.5% | +6.2% |
| 30D | -1.0% | +2.0% | -3.0% | -2.4% |
| 3M | -33.3% | -1.3% | -31.9% | -33.1% |
| 6M | +57.4% | +71.4% | -14.1% | +10.6% |
| YTD | +102.2% | +135.3% | -33.1% | +15.8% |
| 1Y | +99.6% | +267.5% | -167.9% | -15.8% |
| 3Y | +14.5% | +388.5% | -374.0% | -60.8% |
| 5Y | +21.4% | +417.1% | -395.7% | -61.1% |
| All | +661.5% | +856.9% | -195.3% | +48.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling