+267.5%
ASX vs TPR
+18.2%
+249.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -0.7% | -2.7% | +2.0% | 0.0% |
| 30D | +2.0% | -23.3% | +25.2% | +9.7% |
| 3M | -1.3% | -12.8% | +11.5% | +0.5% |
| 6M | +71.4% | -21.7% | +93.2% | +79.8% |
| YTD | +135.3% | -3.9% | +139.2% | +132.8% |
| 1Y | +267.5% | +16.9% | +250.6% | +251.0% |
| All | +267.5% | +18.2% | +249.3% | +251.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 1y: compounded portfolio wealth divided by compounded TPR 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…
1y analysis · Full analysis span regression · 6 months rolling