+3,095.5%
ASX vs TCOM
+2,922.3%
+173.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.3% | +5.1% | +6.2% |
| 7D | -19.9% | +12.1% | -32.0% | -21.9% |
| 30D | -30.9% | +16.5% | -47.4% | -33.2% |
| 3M | -15.1% | -4.0% | -11.0% | -14.9% |
| 6M | -6.5% | -18.5% | +12.0% | -3.6% |
| YTD | +98.4% | -38.3% | +136.7% | +115.3% |
| 1Y | +107.9% | -36.6% | +144.5% | +124.1% |
| 3Y | +325.3% | +31.1% | +294.1% | +281.5% |
| 5Y | +447.3% | +47.6% | +399.7% | +354.4% |
| 10Y | +763.2% | +5.1% | +758.2% | +624.5% |
| All | +3,095.5% | +2,922.3% | +173.2% | +1,189.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 all: compounded portfolio wealth divided by compounded TCOM 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…
all analysis · Full analysis span regression · 6 months rolling