+3,552.3%
ASX vs TDY
+2,005.7%
+1,546.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.2% | 0.0% |
| 7D | -0.7% | -1.8% | +1.1% | 0.0% |
| 30D | +2.0% | -10.7% | +12.7% | +6.3% |
| 3M | -1.3% | -1.3% | -0.1% | -0.3% |
| 6M | +71.4% | -10.6% | +82.0% | +79.8% |
| YTD | +135.3% | +19.6% | +115.8% | +122.1% |
| 1Y | +267.5% | +11.6% | +255.8% | +254.5% |
| 3Y | +388.5% | +45.2% | +343.3% | +327.3% |
| 5Y | +417.1% | +36.1% | +381.0% | +362.3% |
| 10Y | +872.7% | +458.8% | +413.9% | +442.6% |
| All | +3,552.3% | +2,005.7% | +1,546.6% | +1,083.9% |
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