+6.5%
TLT vs ASX
+324.2%
-317.7%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | -0.1% |
| 7D | +0.1% | -19.9% | +20.0% | +0.2% |
| 30D | +6.2% | -30.9% | +37.1% | +6.5% |
| 3M | -0.3% | -15.1% | +14.7% | -0.4% |
| 6M | -3.4% | -6.5% | +3.1% | -3.7% |
| YTD | -3.1% | +98.4% | -101.6% | -3.8% |
| 1Y | -5.2% | +107.9% | -113.1% | -5.9% |
| 3Y | +6.5% | +325.3% | -318.8% | +1.4% |
| All | +6.5% | +324.2% | -317.7% | +1.4% |
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 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