+3,552.3%
ASX vs TD
+2,125.7%
+1,426.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +1.1% |
| 7D | -0.7% | +0.3% | -1.0% | -1.0% |
| 30D | +2.0% | +0.4% | +1.6% | +1.8% |
| 3M | -1.3% | +7.6% | -9.0% | -5.5% |
| 6M | +71.4% | +25.0% | +46.4% | +49.5% |
| YTD | +135.3% | +31.0% | +104.3% | +98.8% |
| 1Y | +267.5% | +65.2% | +202.3% | +167.7% |
| 3Y | +388.5% | +122.5% | +266.0% | +190.8% |
| 5Y | +417.1% | +124.8% | +292.3% | +204.3% |
| 10Y | +872.7% | +298.2% | +574.5% | +287.6% |
| All | +3,552.3% | +2,125.7% | +1,426.6% | +307.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling