+272.0%
TMUS vs ASX
+1,770.3%
-1,498.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -20.8% | +21.7% | +4.6% |
| 7D | +9.0% | -33.3% | +42.3% | +16.3% |
| 30D | -3.2% | -36.5% | +33.3% | +3.6% |
| 3M | -6.9% | -19.2% | +12.3% | -5.5% |
| 6M | -16.4% | -10.2% | -6.2% | -19.1% |
| YTD | -19.6% | +86.5% | -106.1% | -34.5% |
| 1Y | -19.9% | +89.6% | -109.5% | -35.1% |
| 3Y | +14.5% | +298.6% | -284.1% | -26.0% |
| 5Y | +37.7% | +414.3% | -376.6% | -19.6% |
| 10Y | +242.2% | +711.1% | -468.8% | +61.7% |
| All | +272.0% | +1,770.3% | -1,498.3% | +8.1% |
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