+125.7%
ASX vs TFC
+16.9%
+108.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.9% | +6.7% | +8.3% |
| 7D | -12.3% | +0.3% | -12.6% | -12.2% |
| 30D | -26.0% | +9.2% | -35.1% | -26.7% |
| 3M | -8.1% | -2.9% | -5.2% | -7.2% |
| 6M | +1.4% | +3.5% | -2.1% | +1.1% |
| YTD | +115.6% | +5.4% | +110.1% | +104.1% |
| All | +125.7% | +16.9% | +108.7% | +101.3% |
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