+125.7%
ASX vs TE
-44.1%
+169.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -3.0% | +11.6% | +9.3% |
| 7D | -12.3% | -10.5% | -1.7% | -9.6% |
| 30D | -26.0% | -32.4% | +6.5% | -19.5% |
| 3M | -8.1% | -60.9% | +52.8% | +10.2% |
| 6M | +1.4% | -62.8% | +64.2% | +24.9% |
| YTD | +115.6% | -65.7% | +181.3% | +160.9% |
| All | +125.7% | -44.1% | +169.8% | +158.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling