+133.0%
ASX vs TT
-2.5%
+135.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.2% | +3.2% |
| 7D | -9.1% | +0.8% | -10.0% | -9.0% |
| 30D | -23.6% | -11.8% | -11.8% | -12.4% |
| 3M | -5.6% | -11.6% | +6.0% | +8.0% |
| 6M | +4.7% | -9.3% | +14.0% | +18.7% |
| YTD | +122.6% | +8.9% | +113.7% | +134.2% |
| 1Y | +133.0% | -2.2% | +135.2% | +164.9% |
| All | +133.0% | -2.5% | +135.5% | +164.9% |
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 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