+477.7%
ASX vs TRGP
+631.5%
-153.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.6% | +5.7% |
| 7D | +6.3% | -0.6% | +6.9% | +6.5% |
| 30D | +6.4% | +14.6% | -8.1% | +1.8% |
| 3M | +13.1% | +11.9% | +1.2% | +8.4% |
| 6M | +90.3% | +25.3% | +65.0% | +74.5% |
| YTD | +149.6% | +61.9% | +87.8% | +109.0% |
| 1Y | +249.2% | +87.3% | +161.9% | +175.9% |
| 3Y | +445.9% | +268.0% | +177.9% | +235.2% |
| 5Y | +477.7% | +638.2% | -160.5% | +190.7% |
| All | +477.7% | +631.5% | -153.7% | +190.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling