+201.7%
ASX vs TEM
+90.1%
+111.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +8.0% | -1.6% | +5.2% |
| 7D | -19.9% | +5.3% | -25.2% | -20.4% |
| 30D | -30.9% | +8.1% | -39.0% | -31.5% |
| 3M | -15.1% | +64.9% | -80.0% | -21.7% |
| 6M | -6.5% | +42.1% | -48.6% | -12.3% |
| YTD | +98.4% | +28.8% | +69.6% | +87.1% |
| 1Y | +107.9% | +5.5% | +102.4% | +100.6% |
| All | +201.7% | +90.1% | +111.6% | +169.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling