+475.2%
TEAM vs ASX
+918.4%
-443.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +6.1% | -13.0% | -8.8% |
| 7D | -5.7% | +6.3% | -12.0% | -7.6% |
| 30D | +18.3% | +6.4% | +11.9% | +15.5% |
| 3M | +80.2% | +13.1% | +67.1% | +65.7% |
| 6M | +111.0% | +90.3% | +20.7% | +54.9% |
| YTD | +8.8% | +149.6% | -140.8% | -29.7% |
| 1Y | +2.2% | +249.2% | -247.0% | -43.3% |
| 3Y | -14.6% | +445.9% | -460.5% | -62.1% |
| 5Y | -53.8% | +477.7% | -531.5% | -80.6% |
| 10Y | +475.2% | +913.4% | -438.2% | +96.1% |
| All | +475.2% | +918.4% | -443.1% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling