+392.6%
ASX vs TT
+125.0%
+267.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.4% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | +2.0% | -7.2% | +9.1% | +7.5% |
| 3M | -1.3% | -3.0% | +1.6% | +1.6% |
| 6M | +71.4% | +1.4% | +70.1% | +72.1% |
| YTD | +135.3% | +15.9% | +119.4% | +117.4% |
| 1Y | +267.5% | +9.4% | +258.1% | +251.9% |
| All | +392.6% | +125.0% | +267.7% | +256.4% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling