+229.2%
ASX vs TFC
+15.7%
+213.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.7% | +2.4% | -3.1% | -1.1% |
| 30D | +2.0% | -1.3% | +3.3% | +2.2% |
| 3M | -1.3% | +6.1% | -7.4% | -2.2% |
| 6M | +71.4% | +7.3% | +64.1% | +67.8% |
| YTD | +135.3% | +8.2% | +127.1% | +128.6% |
| All | +229.2% | +15.7% | +213.5% | +214.3% |
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