+3,552.3%
ASX vs TT
+6,440.4%
-2,888.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.1% |
| 7D | -0.7% | -0.2% | -0.5% | -0.6% |
| 30D | +2.0% | -7.4% | +9.4% | +6.1% |
| 3M | -1.3% | -3.2% | +1.9% | +0.9% |
| 6M | +71.4% | +1.1% | +70.3% | +72.1% |
| YTD | +135.3% | +15.6% | +119.7% | +120.0% |
| 1Y | +267.5% | +9.2% | +258.3% | +253.7% |
| 3Y | +388.5% | +124.4% | +264.1% | +225.2% |
| 5Y | +417.1% | +138.0% | +279.1% | +230.5% |
| 10Y | +872.7% | +886.4% | -13.6% | +197.4% |
| All | +3,552.3% | +6,440.4% | -2,888.1% | +244.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling