+631.8%
TEAM vs ASX
+849.4%
-217.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +6.4% | -22.6% | -18.0% |
| 7D | -19.8% | -19.9% | +0.1% | -15.4% |
| 30D | -21.5% | -30.9% | +9.4% | -14.0% |
| 3M | +39.5% | -15.1% | +54.6% | +42.0% |
| 6M | +73.1% | -6.5% | +79.5% | +60.5% |
| YTD | -5.2% | +98.4% | -103.7% | -35.9% |
| 1Y | -1.6% | +107.9% | -109.4% | -34.8% |
| 3Y | -11.4% | +325.3% | -336.7% | -58.2% |
| 5Y | -65.1% | +447.3% | -512.4% | -85.2% |
| 10Y | +471.3% | +763.2% | -291.9% | +92.1% |
| All | +631.8% | +849.4% | -217.6% | +143.6% |
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 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