+249.2%
ASX vs TRGP
+83.8%
+165.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.6% | +6.3% |
| 7D | +6.3% | -0.6% | +6.9% | +6.2% |
| 30D | +6.4% | +14.6% | -8.1% | +7.8% |
| 3M | +13.1% | +11.9% | +1.2% | +14.5% |
| 6M | +90.3% | +25.3% | +65.0% | +90.9% |
| YTD | +149.6% | +61.9% | +87.8% | +143.2% |
| 1Y | +249.2% | +87.3% | +161.9% | +235.2% |
| All | +249.2% | +83.8% | +165.3% | +235.2% |
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