+479.4%
ASX vs TDG
+131.7%
+347.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.2% | +4.4% |
| 7D | +11.1% | -2.4% | +13.5% | +12.4% |
| 30D | +9.6% | -8.0% | +17.6% | +14.2% |
| 3M | +18.6% | -10.5% | +29.1% | +25.1% |
| 6M | +92.1% | -11.9% | +104.0% | +102.9% |
| YTD | +158.5% | -15.4% | +173.8% | +177.3% |
| 1Y | +271.9% | -14.2% | +286.1% | +293.1% |
| 3Y | +465.2% | +51.0% | +414.2% | +303.6% |
| 5Y | +479.4% | +126.5% | +353.0% | +203.4% |
| All | +479.4% | +131.7% | +347.7% | +203.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling