-6.5%
ASX vs TRGP
+5.4%
-11.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.7% | +9.1% | +6.6% |
| 7D | -19.9% | -16.0% | -3.9% | -20.4% |
| 30D | -30.9% | -6.4% | -24.4% | -29.7% |
| 3M | -15.1% | -1.0% | -14.1% | -12.3% |
| 6M | -6.5% | +7.0% | -13.4% | -0.3% |
| All | -6.5% | +5.4% | -11.8% | -0.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling