+1,008.4%
ASX vs TDG
+544.0%
+464.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.4% | -0.7% | -2.7% |
| 7D | +22.1% | +1.2% | +20.9% | +21.7% |
| 30D | -23.8% | +8.1% | -31.9% | -25.9% |
| 3M | -7.6% | -2.6% | -5.0% | -6.6% |
| 6M | +6.9% | +1.0% | +5.9% | +6.2% |
| YTD | +127.7% | -9.5% | +137.2% | +134.7% |
| 1Y | +144.5% | -8.0% | +152.6% | +150.2% |
| 3Y | +377.8% | +41.8% | +336.0% | +307.8% |
| 5Y | +498.2% | +125.1% | +373.1% | +325.6% |
| All | +1,008.4% | +544.0% | +464.4% | +465.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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