+465.1%
STM vs ASX
+962.9%
-497.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +1.9% |
| 7D | +12.0% | +12.4% | -0.4% | +3.6% |
| 30D | -0.4% | -19.8% | +19.4% | +12.9% |
| 3M | -13.2% | -10.3% | -2.9% | -9.1% |
| 6M | -26.1% | +1.2% | -27.3% | -29.1% |
| YTD | +81.2% | +123.0% | -41.8% | +4.6% |
| 1Y | +98.3% | +145.4% | -47.1% | +7.5% |
| 3Y | +16.7% | +368.6% | -351.9% | -60.2% |
| 5Y | -4.8% | +486.0% | -490.9% | -72.3% |
| All | +465.1% | +962.9% | -497.9% | +1.5% |
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 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