+992.0%
ASX vs TNA
+74.0%
+918.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.1% | +7.7% | +4.8% |
| 7D | +11.1% | -3.6% | +14.7% | +12.2% |
| 30D | +9.6% | -10.1% | +19.7% | +13.0% |
| 3M | +18.6% | +2.7% | +15.9% | +18.4% |
| 6M | +92.1% | +38.4% | +53.7% | +76.2% |
| YTD | +158.5% | +45.4% | +113.0% | +132.4% |
| 1Y | +271.9% | +55.9% | +215.9% | +224.5% |
| 3Y | +465.2% | +109.8% | +355.4% | +318.3% |
| 5Y | +479.4% | -22.5% | +501.9% | +410.2% |
| 10Y | +992.0% | +87.5% | +904.4% | +581.1% |
| All | +992.0% | +74.0% | +918.0% | +581.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 10y: compounded portfolio wealth divided by compounded TNA 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…
10y analysis · Full analysis span regression · 6 months rolling