+43.5%
TSM vs ASX
+154.3%
-110.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +6.6% | -2.3% | +0.9% |
| 7D | +4.4% | +0.8% | +3.6% | +3.1% |
| 30D | -7.0% | -20.4% | +13.5% | +2.8% |
| 3M | -1.8% | -2.1% | +0.3% | -3.2% |
| 6M | +2.7% | +8.2% | -5.5% | -6.4% |
| YTD | +37.1% | +137.3% | -100.2% | -29.8% |
| 1Y | +43.5% | +155.0% | -111.5% | -30.0% |
| All | +43.5% | +154.3% | -110.9% | -30.0% |
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