+299.6%
ASX vs TT
+85.3%
+214.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.4% | -16.4% | -17.0% |
| 7D | -33.3% | -9.0% | -24.3% | -27.0% |
| 30D | -36.5% | -17.6% | -18.8% | -24.5% |
| 3M | -19.2% | -18.7% | -0.5% | -3.0% |
| 6M | -10.2% | -17.4% | +7.2% | +7.4% |
| YTD | +86.5% | +1.5% | +84.9% | +93.1% |
| 1Y | +89.6% | -9.4% | +99.0% | +112.9% |
| All | +299.6% | +85.3% | +214.3% | +190.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling