-8.4%
TEAM vs ASX
+403.7%
-412.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.6% |
| 7D | -0.4% | -0.7% | +0.3% | -0.4% |
| 30D | +67.3% | +2.0% | +65.3% | +66.6% |
| 3M | +86.8% | -1.3% | +88.1% | +82.8% |
| 6M | +146.8% | +71.4% | +75.4% | +99.4% |
| YTD | +16.9% | +135.3% | -118.4% | -17.9% |
| 1Y | +12.8% | +267.5% | -254.7% | -35.6% |
| All | -8.4% | +403.7% | -412.1% | -61.7% |
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