+1,766.9%
ASX vs TRGP
+2,231.3%
-464.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | -0.7% | +0.8% | -1.5% | -0.9% |
| 30D | +2.0% | +11.5% | -9.5% | -0.4% |
| 3M | -1.3% | +9.0% | -10.3% | -3.5% |
| 6M | +71.4% | +20.5% | +50.9% | +63.9% |
| YTD | +135.3% | +59.5% | +75.8% | +112.6% |
| 1Y | +267.5% | +77.9% | +189.6% | +223.8% |
| 3Y | +388.5% | +253.6% | +134.9% | +275.0% |
| 5Y | +417.1% | +615.5% | -198.4% | +245.8% |
| 10Y | +872.7% | +897.1% | -24.4% | +430.2% |
| All | +1,766.9% | +2,231.3% | -464.4% | +521.8% |
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