+146.5%
ASX vs TEM
-11.1%
+157.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.8% | -1.1% | -3.3% |
| 7D | -14.6% | -1.3% | -13.3% | -14.3% |
| 30D | -21.1% | -9.5% | -11.6% | -19.7% |
| 3M | -3.1% | +60.7% | -63.8% | -15.2% |
| 6M | +17.4% | +35.5% | -18.1% | +6.5% |
| YTD | +135.3% | +28.0% | +107.3% | +112.8% |
| 1Y | +146.5% | -10.5% | +157.0% | +143.3% |
| All | +146.5% | -11.1% | +157.6% | +143.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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