+1,055.1%
ASX vs TRGP
+805.3%
+249.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.7% | +2.9% | +5.8% |
| 7D | +0.8% | +2.4% | -1.6% | +0.6% |
| 30D | -20.4% | +0.8% | -21.3% | -20.4% |
| 3M | -2.1% | +10.4% | -12.5% | -4.1% |
| 6M | +8.2% | +16.3% | -8.0% | +4.5% |
| YTD | +137.3% | +61.1% | +76.1% | +113.5% |
| 1Y | +155.0% | +71.6% | +83.4% | +126.2% |
| 3Y | +397.9% | +267.5% | +130.5% | +277.9% |
| 5Y | +529.2% | +488.1% | +41.1% | +334.1% |
| All | +1,055.1% | +805.3% | +249.8% | +557.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling