+239.1%
ASX vs TEM
+79.0%
+160.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.7% | +3.6% | -1.1% |
| 7D | +12.4% | -5.9% | +18.2% | +13.4% |
| 30D | -19.8% | +4.8% | -24.6% | -20.0% |
| 3M | -10.3% | +31.9% | -42.2% | -14.4% |
| 6M | +1.2% | +56.0% | -54.8% | -6.0% |
| YTD | +123.0% | +21.3% | +101.8% | +112.2% |
| 1Y | +145.4% | +5.4% | +140.1% | +137.4% |
| All | +239.1% | +79.0% | +160.1% | +205.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling