+447.1%
ASX vs TDY
+34.3%
+412.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.4% |
| 7D | +6.5% | -1.9% | +8.4% | +7.7% |
| 30D | +3.1% | -12.5% | +15.6% | +12.5% |
| 3M | +17.4% | -0.8% | +18.2% | +19.1% |
| 6M | +85.4% | -9.0% | +94.4% | +98.7% |
| YTD | +150.1% | +16.8% | +133.3% | +129.9% |
| 1Y | +256.3% | +9.5% | +246.8% | +238.7% |
| 3Y | +446.9% | +45.4% | +401.4% | +326.3% |
| 5Y | +447.1% | +37.8% | +409.3% | +320.4% |
| All | +447.1% | +34.3% | +412.8% | +320.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling