-11.8%
TLT vs ASX
+999.3%
-1,011.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.6% | -6.5% | +0.2% |
| 7D | -1.0% | +0.8% | -1.9% | -1.0% |
| 30D | +3.7% | -20.4% | +24.1% | +3.4% |
| 3M | -0.8% | -2.1% | +1.4% | -0.7% |
| 6M | -3.6% | +8.2% | -11.8% | -3.2% |
| YTD | -3.9% | +137.3% | -141.2% | -1.7% |
| 1Y | -6.2% | +155.0% | -161.2% | -3.9% |
| 3Y | +4.2% | +397.9% | -393.8% | +9.1% |
| 5Y | -34.7% | +529.2% | -563.9% | -30.6% |
| 10Y | -11.8% | +1,007.5% | -1,019.3% | -4.4% |
| All | -11.8% | +999.3% | -1,011.1% | -4.4% |
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