+985.8%
ASX vs TDY
+434.3%
+551.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.7% |
| 7D | +12.4% | +4.1% | +8.3% | +10.0% |
| 30D | -19.8% | +5.7% | -25.5% | -21.3% |
| 3M | -10.3% | -4.4% | -5.9% | -6.9% |
| 6M | +1.2% | +1.2% | 0.0% | +2.7% |
| YTD | +123.0% | +26.0% | +97.0% | +101.0% |
| 1Y | +145.4% | +27.4% | +118.1% | +119.7% |
| 3Y | +368.6% | +67.5% | +301.1% | +257.2% |
| 5Y | +486.0% | +44.9% | +441.2% | +378.9% |
| All | +985.8% | +434.3% | +551.5% | +448.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling