+2,979.8%
ASX vs TFC
+335.0%
+2,644.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.9% | +7.3% | +6.7% |
| 7D | -19.9% | +1.2% | -21.1% | -20.2% |
| 30D | -30.9% | +8.3% | -39.2% | -32.8% |
| 3M | -15.1% | -5.2% | -9.9% | -13.7% |
| 6M | -6.5% | -0.8% | -5.7% | -6.8% |
| YTD | +98.4% | +3.4% | +95.0% | +94.3% |
| 1Y | +107.9% | +17.0% | +90.9% | +94.8% |
| 3Y | +325.3% | +86.2% | +239.1% | +234.9% |
| 5Y | +447.3% | -2.3% | +449.6% | +423.4% |
| 10Y | +763.2% | +93.9% | +669.3% | +505.5% |
| All | +2,979.8% | +335.0% | +2,644.8% | +1,135.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling