+330.4%
TSM vs ASX
+366.9%
-36.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.4% | -0.4% |
| 7D | +6.2% | +12.4% | -6.2% | -1.4% |
| 30D | -7.3% | -19.8% | +12.5% | +4.0% |
| 3M | -7.1% | -10.3% | +3.2% | -4.1% |
| 6M | +0.2% | +1.2% | -1.0% | -8.2% |
| YTD | +32.2% | +123.0% | -90.8% | -33.4% |
| 1Y | +42.8% | +145.4% | -102.6% | -33.1% |
| 3Y | +330.4% | +368.6% | -38.2% | +15.7% |
| All | +330.4% | +366.9% | -36.5% | +15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling