+145.4%
ASX vs TT
-2.3%
+147.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -0.5% |
| 7D | +12.4% | +4.0% | +8.4% | +7.9% |
| 30D | -19.8% | -11.3% | -8.5% | -8.5% |
| 3M | -10.3% | -12.3% | +2.0% | +3.5% |
| 6M | +1.2% | -10.8% | +12.1% | +16.4% |
| YTD | +123.0% | +8.2% | +114.9% | +139.3% |
| 1Y | +145.4% | +1.5% | +144.0% | +175.1% |
| All | +145.4% | -2.3% | +147.7% | +175.1% |
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