-80.8%
TTD vs ASX
+429.3%
-510.1%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.6% | -4.5% |
| 7D | +6.3% | -0.7% | +7.1% | +6.6% |
| 30D | -23.9% | +2.0% | -25.9% | -25.1% |
| 3M | -31.4% | -1.3% | -30.0% | -34.9% |
| 6M | -42.7% | +71.4% | -114.1% | -62.4% |
| YTD | -62.0% | +135.3% | -197.3% | -80.2% |
| 1Y | -72.2% | +267.5% | -339.7% | -89.7% |
| 3Y | -81.9% | +388.5% | -470.4% | -95.4% |
| All | -80.8% | +429.3% | -510.1% | -95.7% |
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 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