+887.2%
ASX vs TD
+303.3%
+583.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.6% | +3.5% |
| 7D | -9.1% | -0.7% | -8.4% | -8.2% |
| 30D | -23.6% | +7.6% | -31.2% | -26.7% |
| 3M | -5.6% | +3.0% | -8.6% | -6.9% |
| 6M | +4.7% | +16.8% | -12.1% | -4.6% |
| YTD | +122.6% | +34.3% | +88.2% | +85.2% |
| 1Y | +133.0% | +56.0% | +77.0% | +76.0% |
| 3Y | +367.1% | +132.4% | +234.8% | +168.5% |
| 5Y | +504.7% | +103.7% | +401.1% | +277.2% |
| 10Y | +887.2% | +299.2% | +588.1% | +323.6% |
| All | +887.2% | +303.3% | +583.9% | +323.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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