+1,610.1%
ASX vs TRGP
+2,108.2%
-498.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.4% | +5.2% | +8.0% |
| 7D | -12.3% | -7.2% | -5.1% | -10.8% |
| 30D | -26.0% | -4.2% | -21.8% | -25.3% |
| 3M | -8.1% | +7.0% | -15.1% | -9.4% |
| 6M | +1.4% | +11.2% | -9.9% | -1.2% |
| YTD | +115.6% | +51.1% | +64.5% | +97.0% |
| 1Y | +128.0% | +62.0% | +66.0% | +105.3% |
| 3Y | +371.4% | +248.2% | +123.2% | +263.9% |
| 5Y | +469.4% | +432.4% | +37.0% | +302.5% |
| 10Y | +842.6% | +739.5% | +103.1% | +432.3% |
| All | +1,610.1% | +2,108.2% | -498.0% | +476.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling