-16.3%
TMUS vs ASX
+126.1%
-142.4%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +8.6% | -4.5% | +5.5% |
| 7D | +5.3% | -12.3% | +17.6% | +3.2% |
| 30D | +13.5% | -26.0% | +39.5% | +8.7% |
| 3M | -4.2% | -8.1% | +3.9% | -4.9% |
| 6M | -11.9% | +1.4% | -13.3% | -10.4% |
| YTD | -15.6% | +115.6% | -131.1% | -0.5% |
| All | -16.3% | +126.1% | -142.4% | -0.5% |
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