+273.1%
TSM vs ASX
+429.3%
-156.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.6% | +2.7% |
| 7D | +2.7% | -0.7% | +3.4% | +3.2% |
| 30D | +3.6% | +2.0% | +1.6% | +1.9% |
| 3M | -3.4% | -1.3% | -2.0% | -5.2% |
| 6M | +20.6% | +71.4% | -50.8% | -21.4% |
| YTD | +41.9% | +135.3% | -93.5% | -26.6% |
| 1Y | +84.4% | +267.5% | -183.1% | -31.9% |
| 3Y | +380.2% | +388.5% | -8.3% | +43.9% |
| All | +273.1% | +429.3% | -156.2% | -4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling