+3.3%
TLT vs ASX
+376.6%
-373.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.0% | +2.6% | -1.5% |
| 7D | -2.7% | +22.1% | -24.8% | -2.8% |
| 30D | +2.2% | -23.8% | +25.9% | +2.4% |
| 3M | -1.7% | -7.6% | +5.9% | -1.8% |
| 6M | -4.0% | +6.9% | -10.9% | -4.4% |
| YTD | -4.9% | +127.7% | -132.6% | -5.7% |
| 1Y | -7.4% | +144.5% | -151.9% | -8.1% |
| All | +3.3% | +376.6% | -373.4% | -1.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling