+887.2%
ASX vs TRI
+222.0%
+665.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.2% | +3.2% |
| 7D | -9.1% | -1.6% | -7.5% | -9.2% |
| 30D | -23.6% | +5.0% | -28.6% | -25.3% |
| 3M | -5.6% | +4.6% | -10.2% | -8.4% |
| 6M | +4.7% | +18.3% | -13.6% | -4.7% |
| YTD | +122.6% | -14.7% | +137.3% | +130.8% |
| 1Y | +133.0% | -16.7% | +149.7% | +144.2% |
| 3Y | +367.1% | -11.3% | +378.5% | +346.8% |
| 5Y | +504.7% | -0.6% | +505.3% | +428.4% |
| 10Y | +887.2% | +220.2% | +667.0% | +357.7% |
| All | +887.2% | +222.0% | +665.2% | +357.7% |
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