+992.0%
ASX vs TRGP
+827.0%
+165.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +3.7% |
| 7D | +11.1% | -0.7% | +11.8% | +11.3% |
| 30D | +9.6% | +9.5% | +0.1% | +7.4% |
| 3M | +18.6% | +10.8% | +7.8% | +15.6% |
| 6M | +92.1% | +25.3% | +66.8% | +82.0% |
| YTD | +158.5% | +60.3% | +98.2% | +132.6% |
| 1Y | +271.9% | +84.6% | +187.3% | +224.1% |
| 3Y | +465.2% | +264.4% | +200.9% | +329.3% |
| 5Y | +479.4% | +636.6% | -157.1% | +284.7% |
| 10Y | +992.0% | +848.9% | +143.1% | +508.8% |
| All | +992.0% | +827.0% | +165.0% | +508.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded TRGP 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling