+2,620.3%
TMO vs ASX
+3,515.0%
-894.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -1.4% | -0.7% | -0.6% | -1.2% |
| 30D | +6.2% | +2.0% | +4.2% | +5.6% |
| 3M | +27.5% | -1.3% | +28.8% | +25.6% |
| 6M | +20.0% | +71.4% | -51.5% | +5.4% |
| YTD | +6.1% | +135.3% | -129.2% | -12.7% |
| 1Y | +25.8% | +267.5% | -241.6% | -5.8% |
| 3Y | +11.2% | +388.5% | -377.3% | -22.8% |
| 5Y | +9.6% | +417.1% | -407.5% | -26.3% |
| 10Y | +317.8% | +872.7% | -555.0% | +138.0% |
| All | +2,620.3% | +3,515.0% | -894.8% | +823.0% |
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