+97.4%
STM vs ASX
+256.3%
-158.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.1% | -6.6% | -4.4% |
| 7D | +5.2% | +6.3% | -1.1% | +0.9% |
| 30D | -7.4% | +6.4% | -13.8% | -11.4% |
| 3M | -30.6% | +13.1% | -43.8% | -36.1% |
| 6M | +66.4% | +90.3% | -23.9% | +15.3% |
| YTD | +101.1% | +149.6% | -48.5% | +24.8% |
| 1Y | +97.4% | +249.2% | -151.8% | +3.8% |
| All | +97.4% | +256.3% | -158.9% | +3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling