+748.4%
ASX vs TT
+764.8%
-16.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.4% | +4.0% | +4.9% |
| 7D | -19.9% | -2.0% | -17.9% | -18.4% |
| 30D | -30.9% | -14.0% | -16.9% | -23.3% |
| 3M | -15.1% | -15.9% | +0.8% | -4.5% |
| 6M | -6.5% | -17.3% | +10.8% | +7.0% |
| YTD | +98.4% | +4.0% | +94.5% | +99.2% |
| 1Y | +107.9% | -7.1% | +115.0% | +122.4% |
| 3Y | +325.3% | +90.2% | +235.0% | +207.8% |
| 5Y | +447.3% | +131.1% | +316.2% | +246.8% |
| All | +748.4% | +764.8% | -16.4% | +234.0% |
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 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