+379.4%
TTD vs ASX
+885.8%
-506.4%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -34.7% |
| 6M | -42.7% | +71.4% | -114.1% | -61.0% |
| YTD | -62.0% | +135.3% | -197.3% | -78.8% |
| 1Y | -72.2% | +267.5% | -339.7% | -88.4% |
| 3Y | -81.9% | +388.5% | -470.4% | -94.1% |
| 5Y | -81.5% | +417.1% | -498.6% | -94.3% |
| All | +379.4% | +885.8% | -506.4% | +2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling