+325.3%
ASX vs TMF
-25.3%
+350.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.2% | +6.6% | +6.4% |
| 7D | -19.9% | +1.2% | -21.1% | -20.0% |
| 30D | -30.9% | +19.7% | -50.6% | -31.6% |
| 3M | -15.1% | -2.1% | -13.0% | -14.9% |
| 6M | -6.5% | -13.4% | +7.0% | -5.7% |
| YTD | +98.4% | -16.7% | +115.2% | +100.2% |
| 1Y | +107.9% | -23.3% | +131.2% | +109.7% |
| 3Y | +325.3% | -24.8% | +350.1% | +309.2% |
| All | +325.3% | -25.3% | +350.6% | +309.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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