-21.2%
TMUS vs ASX
+144.4%
-165.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.9% | +7.0% | +2.3% |
| 7D | +7.5% | -14.6% | +22.1% | +4.6% |
| 30D | -3.3% | -21.1% | +17.8% | -6.5% |
| 3M | -9.7% | -3.1% | -6.6% | -9.6% |
| 6M | -17.2% | +17.4% | -34.6% | -14.1% |
| YTD | -20.3% | +135.3% | -155.7% | -5.8% |
| 1Y | -21.2% | +146.5% | -167.7% | -6.0% |
| All | -21.2% | +144.4% | -165.6% | -6.0% |
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 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