+992.0%
ASX vs TRI
+190.6%
+801.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +4.0% |
| 7D | +11.1% | -8.4% | +19.5% | +13.2% |
| 30D | +9.6% | -6.5% | +16.1% | +10.8% |
| 3M | +18.6% | +18.6% | 0.0% | +9.4% |
| 6M | +92.1% | -10.4% | +102.6% | +94.6% |
| YTD | +158.5% | -23.7% | +182.2% | +179.0% |
| 1Y | +271.9% | -42.5% | +314.4% | +363.8% |
| 3Y | +465.2% | -19.3% | +484.5% | +457.0% |
| 5Y | +479.4% | -9.7% | +489.1% | +423.7% |
| 10Y | +992.0% | +194.4% | +797.5% | +489.5% |
| All | +992.0% | +190.6% | +801.4% | +489.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling