+3,552.3%
ASX vs TGT
+986.3%
+2,566.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | 0.0% | +0.1% |
| 7D | -0.7% | +0.8% | -1.5% | -1.0% |
| 30D | +2.0% | +12.2% | -10.2% | -2.1% |
| 3M | -1.3% | +33.8% | -35.1% | -11.3% |
| 6M | +71.4% | +39.3% | +32.1% | +51.5% |
| YTD | +135.3% | +72.9% | +62.5% | +92.2% |
| 1Y | +267.5% | +84.6% | +182.9% | +192.1% |
| 3Y | +388.5% | +46.2% | +342.3% | +301.8% |
| 5Y | +417.1% | -21.3% | +438.4% | +414.0% |
| 10Y | +872.7% | +213.5% | +659.2% | +451.3% |
| All | +3,552.3% | +986.3% | +2,566.0% | +1,102.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling