+527.9%
TTD vs ASX
+999.3%
-471.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.6% | -3.0% | +0.7% |
| 7D | +20.8% | +0.8% | +20.0% | +19.0% |
| 30D | +33.8% | -20.4% | +54.3% | +44.6% |
| 3M | +17.8% | -2.1% | +20.0% | +13.3% |
| 6M | -25.7% | +8.2% | -34.0% | -37.0% |
| YTD | -57.9% | +137.3% | -195.2% | -77.7% |
| 1Y | -63.8% | +155.0% | -218.9% | -81.7% |
| 3Y | -75.0% | +397.9% | -473.0% | -92.4% |
| 5Y | -82.5% | +529.2% | -611.8% | -95.4% |
| 10Y | +527.9% | +1,007.5% | -479.6% | +20.2% |
| All | +527.9% | +999.3% | -471.4% | +20.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling