+325.3%
ASX vs TD
+129.3%
+196.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.6% | +7.0% | +6.8% |
| 7D | -19.9% | -1.7% | -18.2% | -18.4% |
| 30D | -30.9% | +8.2% | -39.1% | -33.6% |
| 3M | -15.1% | +1.7% | -16.8% | -15.1% |
| 6M | -6.5% | +14.2% | -20.7% | -12.4% |
| YTD | +98.4% | +32.8% | +65.7% | +71.2% |
| 1Y | +107.9% | +55.5% | +52.4% | +65.2% |
| 3Y | +325.3% | +129.6% | +195.6% | +172.7% |
| All | +325.3% | +129.3% | +196.0% | +172.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling