+802.8%
TEAM vs ASX
+1,025.9%
-223.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +65.8% |
| 3M | +86.8% | -1.3% | +88.1% | +79.7% |
| 6M | +146.8% | +71.4% | +75.4% | +88.4% |
| YTD | +16.9% | +135.3% | -118.4% | -22.7% |
| 1Y | +12.8% | +267.5% | -254.7% | -38.8% |
| 3Y | -7.3% | +388.5% | -395.8% | -56.7% |
| 5Y | -50.7% | +417.1% | -467.8% | -78.3% |
| 10Y | +529.8% | +872.7% | -342.9% | +110.9% |
| All | +802.8% | +1,025.9% | -223.1% | +193.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling