+2,793.8%
ASX vs TT
+5,630.4%
-2,836.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.4% | -16.4% | -18.5% |
| 7D | -33.3% | -9.0% | -24.3% | -29.4% |
| 30D | -36.5% | -17.6% | -18.8% | -29.0% |
| 3M | -19.2% | -18.7% | -0.5% | -9.0% |
| 6M | -10.2% | -17.4% | +7.2% | +1.0% |
| YTD | +86.5% | +1.5% | +84.9% | +88.6% |
| 1Y | +89.6% | -9.4% | +99.0% | +103.3% |
| 3Y | +298.6% | +85.1% | +213.5% | +198.3% |
| 5Y | +414.3% | +125.7% | +288.5% | +242.8% |
| 10Y | +711.1% | +757.3% | -46.3% | +170.5% |
| All | +2,793.8% | +5,630.4% | -2,836.6% | +195.5% |
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