+467.0%
TEAM vs ASX
+849.3%
-382.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.6% | -7.8% | -1.6% |
| 7D | -17.2% | -12.3% | -4.9% | -15.0% |
| 30D | -25.1% | -26.0% | +0.9% | -19.6% |
| 3M | +3.9% | -8.1% | +12.0% | +3.3% |
| 6M | +69.1% | +1.4% | +67.7% | +53.3% |
| YTD | -4.5% | +115.6% | -120.0% | -37.1% |
| 1Y | -1.9% | +128.0% | -129.9% | -37.0% |
| 3Y | -9.3% | +371.4% | -380.7% | -58.9% |
| 5Y | -65.2% | +469.4% | -534.6% | -85.5% |
| 10Y | +467.0% | +842.6% | -375.7% | +89.4% |
| All | +467.0% | +849.3% | -382.3% | +89.4% |
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