+469.4%
ASX vs TNA
-44.7%
+514.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +9.6% | -1.0% | +5.0% |
| 7D | -12.3% | +2.3% | -14.6% | -12.3% |
| 30D | -26.0% | +1.4% | -27.4% | -25.7% |
| 3M | -8.1% | -21.1% | +13.0% | +0.7% |
| 6M | +1.4% | -9.4% | +10.8% | +7.0% |
| YTD | +115.6% | +29.6% | +85.9% | +100.1% |
| 1Y | +128.0% | +34.6% | +93.4% | +107.9% |
| 3Y | +371.4% | +155.9% | +215.5% | +211.1% |
| 5Y | +469.4% | -44.2% | +513.6% | +421.5% |
| All | +469.4% | -44.7% | +514.2% | +421.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling