+846.6%
ASX vs TE
-53.0%
+899.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | 0.0% |
| 7D | -0.7% | -4.0% | +3.3% | -0.2% |
| 30D | +2.0% | -15.9% | +17.9% | +4.0% |
| 3M | -1.3% | -60.5% | +59.2% | +9.6% |
| 6M | +71.4% | -35.2% | +106.6% | +76.7% |
| YTD | +135.3% | -31.1% | +166.5% | +137.9% |
| 1Y | +267.5% | +148.6% | +118.8% | +208.2% |
| 3Y | +388.5% | -26.4% | +414.9% | +342.0% |
| 5Y | +417.1% | -48.0% | +465.1% | +363.6% |
| All | +846.6% | -53.0% | +899.5% | +657.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling