+24.5%
TMO vs ASX
+253.7%
-229.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.1% |
| 7D | -0.6% | +5.2% | -5.9% | -0.7% |
| 30D | +1.1% | +0.5% | +0.6% | +1.1% |
| 3M | +28.3% | +8.3% | +20.0% | +27.2% |
| 6M | +23.3% | +82.0% | -58.8% | +15.8% |
| YTD | +5.5% | +147.6% | -142.2% | -3.3% |
| 1Y | +24.5% | +258.8% | -234.3% | +13.8% |
| All | +24.5% | +253.7% | -229.2% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling