-14.3%
TEAM vs ASX
+366.9%
-381.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -1.3% |
| 7D | -2.4% | +12.4% | -14.8% | -3.6% |
| 30D | -26.7% | -19.8% | -6.9% | -25.2% |
| 3M | -9.6% | -10.3% | +0.7% | -9.2% |
| 6M | +86.0% | +1.2% | +84.8% | +76.5% |
| YTD | -7.5% | +123.0% | -130.5% | -34.2% |
| 1Y | -1.4% | +145.4% | -146.8% | -32.6% |
| 3Y | -14.3% | +368.6% | -382.9% | -65.0% |
| All | -14.3% | +366.9% | -381.2% | -65.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling