+146.5%
ASX vs TT
-6.5%
+153.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.7% | -2.3% | -2.3% |
| 7D | -14.6% | -8.5% | -6.1% | -6.7% |
| 30D | -21.1% | -12.8% | -8.3% | -9.2% |
| 3M | -3.1% | -12.9% | +9.8% | +11.4% |
| 6M | +17.4% | -15.2% | +32.6% | +39.1% |
| YTD | +135.3% | +6.2% | +129.1% | +151.0% |
| 1Y | +146.5% | -4.5% | +151.0% | +186.0% |
| All | +146.5% | -6.5% | +153.0% | +186.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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