+767.1%
ASX vs TE
-76.6%
+843.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -3.0% | +11.6% | +9.1% |
| 7D | -12.3% | -10.5% | -1.7% | -10.6% |
| 30D | -26.0% | -32.4% | +6.5% | -21.8% |
| 3M | -8.1% | -60.9% | +52.8% | +3.8% |
| 6M | +1.4% | -62.8% | +64.2% | +14.3% |
| YTD | +115.6% | -65.7% | +181.3% | +139.4% |
| 1Y | +128.0% | -39.9% | +167.9% | +134.6% |
| 3Y | +371.4% | +10.6% | +360.8% | +294.5% |
| 5Y | +469.4% | -79.7% | +549.1% | +479.5% |
| All | +767.1% | -76.6% | +843.7% | +662.6% |
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