+36.0%
TSM vs ASX
+144.4%
-108.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.9% | +1.7% | -0.3% |
| 7D | -10.0% | -14.6% | +4.6% | -2.7% |
| 30D | -18.5% | -21.1% | +2.5% | -8.9% |
| 3M | -4.9% | -3.1% | -1.8% | -5.1% |
| 6M | -1.0% | +17.4% | -18.3% | -13.8% |
| YTD | +31.3% | +135.3% | -104.1% | -30.6% |
| 1Y | +36.0% | +146.5% | -110.5% | -30.2% |
| All | +36.0% | +144.4% | -108.4% | -30.2% |
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