+154.8%
ASX vs TRGP
+72.6%
+82.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.7% | +2.9% | +6.3% |
| 7D | +0.8% | +2.4% | -1.6% | +0.5% |
| 30D | -20.4% | +0.8% | -21.3% | -20.5% |
| 3M | -2.1% | +10.4% | -12.5% | -0.6% |
| 6M | +8.2% | +16.3% | -8.0% | +10.3% |
| YTD | +137.3% | +61.1% | +76.1% | +137.3% |
| All | +154.8% | +72.6% | +82.2% | +158.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling