-12.5%
TLT vs ASX
+849.3%
-861.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.6% | -8.6% | +0.2% |
| 7D | +0.3% | -12.3% | +12.6% | +0.1% |
| 30D | +5.1% | -26.0% | +31.1% | +4.7% |
| 3M | -0.2% | -8.1% | +7.9% | -0.2% |
| 6M | -2.9% | +1.4% | -4.3% | -2.6% |
| YTD | -2.7% | +115.6% | -118.2% | -0.7% |
| 1Y | -4.6% | +128.0% | -132.6% | -2.5% |
| 3Y | +6.1% | +371.4% | -365.3% | +11.0% |
| 5Y | -35.1% | +469.4% | -504.5% | -31.3% |
| 10Y | -12.5% | +842.6% | -855.1% | -4.5% |
| All | -12.5% | +849.3% | -861.8% | -4.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling