+3,270.6%
ASX vs TDG
+13,257.8%
-9,987.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -0.7% | -2.0% | +1.3% | +0.1% |
| 30D | +2.0% | -7.4% | +9.4% | +5.0% |
| 3M | -1.3% | -5.4% | +4.0% | +0.4% |
| 6M | +71.4% | -11.6% | +83.1% | +78.7% |
| YTD | +135.3% | -12.6% | +147.9% | +145.6% |
| 1Y | +267.5% | -9.3% | +276.8% | +276.4% |
| 3Y | +388.5% | +49.2% | +339.3% | +306.9% |
| 5Y | +417.1% | +132.1% | +285.0% | +261.9% |
| 10Y | +872.7% | +544.8% | +327.9% | +321.2% |
| All | +3,270.6% | +13,257.8% | -9,987.1% | +338.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling