+406.2%
ASX vs TGT
+48.2%
+358.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | 0.0% | +0.2% |
| 7D | -0.7% | +0.8% | -1.5% | -0.8% |
| 30D | +2.0% | +12.2% | -10.2% | -0.1% |
| 3M | -1.3% | +33.8% | -35.1% | -6.9% |
| 6M | +71.4% | +39.3% | +32.1% | +60.1% |
| YTD | +135.3% | +72.9% | +62.5% | +109.0% |
| 1Y | +267.5% | +84.6% | +182.9% | +220.3% |
| All | +406.2% | +48.2% | +358.0% | +357.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 3y: compounded portfolio wealth divided by compounded TGT 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…
3y analysis · Full analysis span regression · 6 months rolling