+469.4%
ASX vs TGT
-23.3%
+492.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.7% | +3.9% | +7.5% |
| 7D | -12.3% | +4.7% | -17.0% | -13.1% |
| 30D | -26.0% | +8.0% | -34.0% | -27.5% |
| 3M | -8.1% | +11.7% | -19.8% | -11.0% |
| 6M | +1.4% | +34.7% | -33.3% | -7.5% |
| YTD | +115.6% | +74.4% | +41.2% | +81.5% |
| 1Y | +128.0% | +89.2% | +38.8% | +86.9% |
| 3Y | +371.4% | +73.4% | +298.0% | +272.4% |
| 5Y | +469.4% | -24.0% | +493.4% | +529.7% |
| All | +469.4% | -23.3% | +492.7% | +529.7% |
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