+3,361.5%
ASX vs TDY
+2,119.8%
+1,241.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.8% |
| 7D | +12.4% | +4.1% | +8.3% | +10.9% |
| 30D | -19.8% | +5.7% | -25.5% | -20.8% |
| 3M | -10.3% | -4.4% | -5.9% | -8.0% |
| 6M | +1.2% | +1.2% | 0.0% | +2.4% |
| YTD | +123.0% | +26.0% | +97.0% | +108.2% |
| 1Y | +145.4% | +27.4% | +118.1% | +128.2% |
| 3Y | +368.6% | +67.5% | +301.1% | +292.8% |
| 5Y | +486.0% | +44.9% | +441.2% | +417.0% |
| 10Y | +941.0% | +440.9% | +500.1% | +491.0% |
| All | +3,361.5% | +2,119.8% | +1,241.7% | +1,009.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling