+257.8%
ASX vs TEM
+61.6%
+196.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -0.7% | +0.9% | -1.6% | -0.9% |
| 30D | +2.0% | +38.4% | -36.4% | -3.3% |
| 3M | -1.3% | +23.7% | -25.0% | -5.1% |
| 6M | +71.4% | +26.0% | +45.4% | +63.5% |
| YTD | +135.3% | +9.4% | +125.9% | +127.8% |
| 1Y | +267.5% | -17.3% | +284.8% | +266.7% |
| All | +257.8% | +61.6% | +196.3% | +228.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling