+146.5%
ASX vs TDY
+22.9%
+123.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.8% | +0.8% | +0.5% |
| 7D | -14.6% | -5.0% | -9.6% | -10.1% |
| 30D | -21.1% | +2.0% | -23.1% | -21.9% |
| 3M | -3.1% | -7.7% | +4.6% | +4.8% |
| 6M | +17.4% | -0.9% | +18.2% | +19.9% |
| YTD | +135.3% | +23.7% | +111.6% | +120.7% |
| 1Y | +146.5% | +23.6% | +122.9% | +131.1% |
| All | +146.5% | +22.9% | +123.6% | +131.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 1y: compounded portfolio wealth divided by compounded TDY 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…
1y analysis · Full analysis span regression · 6 months rolling