+406.2%
ASX vs TRGP
+263.5%
+142.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | -0.7% | +0.8% | -1.5% | -0.9% |
| 30D | +2.0% | +11.5% | -9.5% | -1.1% |
| 3M | -1.3% | +9.0% | -10.3% | -4.0% |
| 6M | +71.4% | +20.5% | +50.9% | +60.6% |
| YTD | +135.3% | +59.5% | +75.8% | +100.0% |
| 1Y | +267.5% | +77.9% | +189.6% | +198.7% |
| All | +406.2% | +263.5% | +142.7% | +226.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling