+392.6%
STM vs ASX
+754.3%
-361.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +6.4% | -2.0% | +0.3% |
| 7D | -10.7% | -19.9% | +9.2% | +2.2% |
| 30D | -25.7% | -30.9% | +5.1% | -7.3% |
| 3M | -21.6% | -15.1% | -6.5% | -14.7% |
| 6M | -27.8% | -6.5% | -21.3% | -26.7% |
| YTD | +61.8% | +98.4% | -36.7% | +1.2% |
| 1Y | +78.1% | +107.9% | -29.8% | +7.9% |
| 3Y | +4.9% | +325.3% | -320.4% | -61.6% |
| 5Y | -14.3% | +447.3% | -461.6% | -73.6% |
| All | +392.6% | +754.3% | -361.7% | +1.9% |
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 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