+432.3%
ASX vs TT
+140.2%
+292.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.2% |
| 7D | -0.7% | -0.2% | -0.5% | -0.6% |
| 30D | +2.0% | -7.4% | +9.4% | +7.5% |
| 3M | -1.3% | -3.2% | +1.9% | +1.6% |
| 6M | +71.4% | +1.1% | +70.3% | +72.2% |
| YTD | +135.3% | +15.6% | +119.7% | +116.7% |
| 1Y | +267.5% | +9.2% | +258.3% | +250.8% |
| 3Y | +388.5% | +124.4% | +264.1% | +200.3% |
| All | +432.3% | +140.2% | +292.1% | +173.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling