+904.1%
ASX vs TE
-48.3%
+952.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +10.0% | -3.9% | +4.8% |
| 7D | +6.3% | +18.2% | -11.9% | +4.0% |
| 30D | +6.4% | -13.5% | +19.9% | +8.1% |
| 3M | +13.1% | -44.6% | +57.7% | +20.7% |
| 6M | +90.3% | -24.7% | +115.0% | +92.6% |
| YTD | +149.6% | -24.3% | +173.9% | +149.2% |
| 1Y | +249.2% | +155.6% | +93.6% | +191.7% |
| 3Y | +445.9% | -18.3% | +464.2% | +387.0% |
| 5Y | +477.7% | -41.3% | +519.0% | +409.7% |
| All | +904.1% | -48.3% | +952.4% | +693.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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