+1,474.3%
ASX vs TRGP
+2,035.2%
-560.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.7% | +9.1% | +6.9% |
| 7D | -19.9% | -16.0% | -3.9% | -17.1% |
| 30D | -30.9% | -6.4% | -24.4% | -29.9% |
| 3M | -15.1% | -1.0% | -14.1% | -15.1% |
| 6M | -6.5% | +7.0% | -13.4% | -8.2% |
| YTD | +98.4% | +46.1% | +52.3% | +82.5% |
| 1Y | +107.9% | +58.7% | +49.2% | +87.8% |
| 3Y | +325.3% | +221.9% | +103.4% | +233.1% |
| 5Y | +447.3% | +419.9% | +27.4% | +288.7% |
| 10Y | +763.2% | +769.8% | -6.6% | +384.1% |
| All | +1,474.3% | +2,035.2% | -560.9% | +433.8% |
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