+131.2%
TLT vs ASX
+6,425.8%
-6,294.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -0.4% | -0.7% | +0.3% | -0.5% |
| 30D | -0.6% | +2.0% | -2.6% | -0.4% |
| 3M | -2.7% | -1.3% | -1.4% | -2.5% |
| 6M | -5.6% | +71.4% | -77.1% | -2.5% |
| YTD | -2.8% | +135.3% | -138.1% | +2.2% |
| 1Y | -1.4% | +267.5% | -268.9% | +6.2% |
| 3Y | -1.6% | +388.5% | -390.1% | +8.5% |
| 5Y | -33.8% | +417.1% | -450.9% | -26.2% |
| 10Y | -21.1% | +872.7% | -893.9% | -6.2% |
| All | +131.2% | +6,425.8% | -6,294.6% | +235.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling