+432.3%
ASX vs TMF
-87.5%
+519.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.1% | +0.2% |
| 7D | -0.7% | -1.4% | +0.7% | -0.7% |
| 30D | +2.0% | -2.8% | +4.8% | +2.1% |
| 3M | -1.3% | -10.9% | +9.6% | -1.0% |
| 6M | +71.4% | -21.3% | +92.8% | +72.1% |
| YTD | +135.3% | -15.9% | +151.2% | +136.1% |
| 1Y | +267.5% | -15.7% | +283.2% | +268.4% |
| 3Y | +388.5% | -43.4% | +431.8% | +387.0% |
| All | +432.3% | -87.5% | +519.8% | +395.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling