+146.5%
ASX vs TFC
+20.8%
+125.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.0% | -6.9% | -4.2% |
| 7D | -14.6% | +5.1% | -19.7% | -15.0% |
| 30D | -21.1% | +9.8% | -30.9% | -21.9% |
| 3M | -3.1% | -2.4% | -0.6% | -2.2% |
| 6M | +17.4% | +4.9% | +12.4% | +16.7% |
| YTD | +135.3% | +6.6% | +128.8% | +122.2% |
| 1Y | +146.5% | +21.3% | +125.2% | +115.1% |
| All | +146.5% | +20.8% | +125.7% | +115.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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