+486.8%
ASX vs TDG
+125.9%
+360.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.2% | -2.7% |
| 7D | +12.4% | +1.7% | +10.7% | +11.5% |
| 30D | -19.8% | +9.7% | -29.5% | -23.5% |
| 3M | -10.3% | -2.3% | -8.0% | -9.2% |
| 6M | +1.2% | +1.3% | -0.1% | 0.0% |
| YTD | +123.0% | -8.5% | +131.5% | +130.5% |
| 1Y | +145.4% | -8.1% | +153.6% | +152.8% |
| 3Y | +368.6% | +43.4% | +325.2% | +248.2% |
| All | +486.8% | +125.9% | +360.9% | +206.1% |
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