-65.3%
TEAM vs ASX
+431.2%
-496.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +6.4% | -22.6% | -18.1% |
| 7D | -19.8% | -19.9% | +0.1% | -15.1% |
| 30D | -21.5% | -30.9% | +9.4% | -13.5% |
| 3M | +39.5% | -15.1% | +54.6% | +41.8% |
| 6M | +73.1% | -6.5% | +79.5% | +56.0% |
| YTD | -5.2% | +98.4% | -103.7% | -44.5% |
| 1Y | -1.6% | +107.9% | -109.4% | -44.1% |
| 3Y | -11.4% | +325.3% | -336.7% | -71.5% |
| All | -65.3% | +431.2% | -496.5% | -90.8% |
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