+477.7%
ASX vs TGT
-21.7%
+499.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.1% | +6.3% |
| 7D | +6.3% | -0.6% | +6.9% | +6.5% |
| 30D | +6.4% | +9.5% | -3.1% | +3.7% |
| 3M | +13.1% | +32.3% | -19.1% | +4.1% |
| 6M | +90.3% | +37.0% | +53.3% | +72.9% |
| YTD | +149.6% | +71.0% | +78.6% | +111.6% |
| 1Y | +249.2% | +85.0% | +164.2% | +188.0% |
| 3Y | +445.9% | +46.8% | +399.1% | +358.2% |
| 5Y | +477.7% | -22.7% | +500.5% | +504.8% |
| All | +477.7% | -21.7% | +499.4% | +504.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling