+1,007.5%
ASX vs TT
+748.9%
+258.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.0% | +5.6% | +6.0% |
| 7D | +0.8% | +3.5% | -2.7% | -0.5% |
| 30D | -20.4% | -11.0% | -9.4% | -13.5% |
| 3M | -2.1% | -12.0% | +9.9% | +7.2% |
| 6M | +8.2% | -10.4% | +18.6% | +18.2% |
| YTD | +137.3% | +9.9% | +127.3% | +130.4% |
| 1Y | +155.0% | +1.5% | +153.5% | +159.0% |
| 3Y | +397.9% | +93.7% | +304.2% | +254.7% |
| 5Y | +529.2% | +139.2% | +390.0% | +288.5% |
| 10Y | +1,007.5% | +741.5% | +266.0% | +303.9% |
| All | +1,007.5% | +748.9% | +258.6% | +303.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling