+963.7%
ASX vs TDY
+472.2%
+491.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.4% |
| 7D | +6.5% | -1.9% | +8.4% | +7.5% |
| 30D | +3.1% | -12.5% | +15.6% | +10.8% |
| 3M | +17.4% | -0.8% | +18.2% | +18.7% |
| 6M | +85.4% | -9.0% | +94.4% | +96.7% |
| YTD | +150.1% | +16.8% | +133.3% | +132.5% |
| 1Y | +256.3% | +9.5% | +246.8% | +241.0% |
| 3Y | +446.9% | +45.4% | +401.4% | +346.6% |
| 5Y | +447.1% | +37.8% | +409.3% | +356.3% |
| All | +963.7% | +472.2% | +491.4% | +470.6% |
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