-50.3%
TEAM vs ASX
+429.3%
-479.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.7% |
| 7D | -0.4% | -0.7% | +0.3% | -0.2% |
| 30D | +67.3% | +2.0% | +65.3% | +65.6% |
| 3M | +86.8% | -1.3% | +88.1% | +78.4% |
| 6M | +146.8% | +71.4% | +75.4% | +75.3% |
| YTD | +16.9% | +135.3% | -118.4% | -31.7% |
| 1Y | +12.8% | +267.5% | -254.7% | -50.0% |
| 3Y | -7.3% | +388.5% | -395.8% | -68.5% |
| All | -50.3% | +429.3% | -479.6% | -85.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling