+7,067.9%
ASX vs TNA
+1,004.3%
+6,063.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | -0.7% | -0.1% | -0.6% | -0.7% |
| 30D | +2.0% | -4.9% | +6.9% | +3.3% |
| 3M | -1.3% | +0.4% | -1.7% | -0.6% |
| 6M | +71.4% | +32.5% | +38.9% | +59.8% |
| YTD | +135.3% | +53.7% | +81.6% | +109.7% |
| 1Y | +267.5% | +65.1% | +202.4% | +218.3% |
| 3Y | +388.5% | +98.4% | +290.0% | +273.2% |
| 5Y | +417.1% | -22.5% | +439.6% | +363.6% |
| 10Y | +872.7% | +82.5% | +790.2% | +450.9% |
| All | +7,067.9% | +1,004.3% | +6,063.6% | +1,566.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling