+414.3%
ASX vs TPR
+255.9%
+158.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +7.1% | -27.8% | -23.2% |
| 7D | -33.3% | +13.9% | -47.1% | -36.9% |
| 30D | -36.5% | +14.9% | -51.4% | -40.3% |
| 3M | -19.2% | -15.4% | -3.8% | -15.7% |
| 6M | -10.2% | -4.5% | -5.8% | -11.6% |
| YTD | +86.5% | +6.0% | +80.5% | +75.6% |
| 1Y | +89.6% | +24.3% | +65.3% | +66.5% |
| 3Y | +298.6% | +412.8% | -114.2% | +80.6% |
| 5Y | +414.3% | +258.4% | +155.8% | +160.7% |
| All | +414.3% | +255.9% | +158.3% | +160.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling