+415.3%
ASX vs TRGP
+415.2%
+0.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.7% | +9.1% | +7.2% |
| 7D | -19.9% | -16.0% | -3.9% | -15.4% |
| 30D | -30.9% | -6.4% | -24.4% | -29.3% |
| 3M | -15.1% | -1.0% | -14.1% | -15.1% |
| 6M | -6.5% | +7.0% | -13.4% | -9.4% |
| YTD | +98.4% | +46.1% | +52.3% | +70.8% |
| 1Y | +107.9% | +58.7% | +49.2% | +73.2% |
| 3Y | +325.3% | +221.9% | +103.4% | +168.7% |
| All | +415.3% | +415.2% | +0.2% | +160.6% |
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