+842.6%
ASX vs TT
+782.6%
+60.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.7% | +4.0% | +5.7% |
| 7D | -12.3% | +1.7% | -14.0% | -12.5% |
| 30D | -26.0% | -11.8% | -14.2% | -19.1% |
| 3M | -8.1% | -12.6% | +4.5% | +1.1% |
| 6M | +1.4% | -9.4% | +10.8% | +10.0% |
| YTD | +115.6% | +8.8% | +106.7% | +110.6% |
| 1Y | +128.0% | -2.5% | +130.6% | +137.1% |
| 3Y | +371.4% | +95.7% | +275.7% | +234.5% |
| 5Y | +469.4% | +135.7% | +333.7% | +254.8% |
| 10Y | +842.6% | +750.6% | +92.0% | +247.4% |
| All | +842.6% | +782.6% | +60.1% | +247.4% |
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 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