+3,552.3%
ASX vs TFC
+355.0%
+3,197.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.7% | +2.4% | -3.1% | -1.6% |
| 30D | +2.0% | -1.3% | +3.3% | +2.4% |
| 3M | -1.3% | +6.1% | -7.4% | -3.6% |
| 6M | +71.4% | +7.3% | +64.1% | +66.5% |
| YTD | +135.3% | +8.2% | +127.1% | +127.3% |
| 1Y | +267.5% | +14.4% | +253.1% | +246.9% |
| 3Y | +388.5% | +93.7% | +294.8% | +278.9% |
| 5Y | +417.1% | +16.4% | +400.7% | +365.9% |
| 10Y | +872.7% | +101.6% | +771.2% | +574.2% |
| All | +3,552.3% | +355.0% | +3,197.3% | +1,345.6% |
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