+234.7%
TMUS vs ASX
+849.3%
-614.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +8.6% | -4.5% | +3.5% |
| 7D | +5.3% | -12.3% | +17.6% | +6.1% |
| 30D | +13.5% | -26.0% | +39.5% | +15.6% |
| 3M | -4.2% | -8.1% | +3.9% | -4.8% |
| 6M | -11.9% | +1.4% | -13.3% | -14.6% |
| YTD | -15.6% | +115.6% | -131.1% | -26.4% |
| 1Y | -16.8% | +128.0% | -144.8% | -28.1% |
| 3Y | +20.8% | +371.4% | -350.6% | -10.8% |
| 5Y | +48.0% | +469.4% | -421.4% | +2.4% |
| 10Y | +234.7% | +842.6% | -607.9% | +93.3% |
| All | +234.7% | +849.3% | -614.6% | +93.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling