-5.6%
TLT vs ASX
+144.4%
-150.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.9% | +4.7% | +0.9% |
| 7D | +1.0% | -14.6% | +15.5% | +1.2% |
| 30D | +6.0% | -21.1% | +27.1% | +6.5% |
| 3M | -0.9% | -3.1% | +2.2% | -1.2% |
| 6M | -2.3% | +17.4% | -19.6% | -3.9% |
| YTD | -3.3% | +135.3% | -138.6% | -7.1% |
| 1Y | -5.6% | +146.5% | -152.1% | -9.0% |
| All | -5.6% | +144.4% | -150.0% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling