+320.5%
TMUS vs ASX
+2,260.5%
-1,940.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.5% |
| 7D | +0.1% | -0.7% | +0.8% | +0.2% |
| 30D | +5.3% | +2.0% | +3.3% | +4.6% |
| 3M | +3.1% | -1.3% | +4.5% | +1.2% |
| 6M | -16.5% | +71.4% | -87.9% | -28.1% |
| YTD | -9.2% | +135.3% | -144.5% | -27.5% |
| 1Y | -26.5% | +267.5% | -294.0% | -47.7% |
| 3Y | +39.0% | +388.5% | -349.5% | -11.5% |
| 5Y | +40.4% | +417.1% | -376.7% | -15.0% |
| 10Y | +303.7% | +872.7% | -569.0% | +89.6% |
| All | +320.5% | +2,260.5% | -1,940.1% | +19.6% |
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