+445.9%
ASX vs TNA
+117.1%
+328.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.3% | +7.4% | +6.6% |
| 7D | +6.3% | +4.1% | +2.2% | +4.7% |
| 30D | +6.4% | -7.6% | +14.1% | +9.5% |
| 3M | +13.1% | +8.1% | +5.1% | +11.0% |
| 6M | +90.3% | +49.0% | +41.3% | +68.7% |
| YTD | +149.6% | +51.7% | +97.9% | +118.6% |
| 1Y | +249.2% | +59.6% | +189.6% | +197.4% |
| 3Y | +445.9% | +118.9% | +327.0% | +300.2% |
| All | +445.9% | +117.1% | +328.8% | +300.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling