-17.9%
TMUS vs ASX
+142.3%
-160.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.4% | -1.3% |
| 7D | +6.5% | +22.1% | -15.6% | +10.0% |
| 30D | +11.3% | -23.8% | +35.0% | +7.1% |
| 3M | -2.9% | -7.6% | +4.7% | -3.4% |
| 6M | -10.5% | +6.9% | -17.5% | -8.4% |
| YTD | -14.4% | +127.7% | -142.1% | -0.4% |
| 1Y | -17.9% | +144.5% | -162.4% | -3.5% |
| All | -17.9% | +142.3% | -160.2% | -3.5% |
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