+415.3%
ASX vs TE
-79.6%
+494.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.5% | +2.9% | +5.9% |
| 7D | -19.9% | -12.6% | -7.3% | -18.1% |
| 30D | -30.9% | -36.7% | +5.9% | -26.3% |
| 3M | -15.1% | -57.5% | +42.4% | -5.1% |
| 6M | -6.5% | -55.2% | +48.7% | +3.1% |
| YTD | +98.4% | -64.7% | +163.1% | +119.7% |
| 1Y | +107.9% | -35.9% | +143.7% | +112.6% |
| 3Y | +325.3% | -31.8% | +357.1% | +282.8% |
| All | +415.3% | -79.6% | +494.9% | +429.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling