+985.8%
ASX vs TRI
+225.2%
+760.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.1% | -2.0% |
| 7D | +12.4% | -2.9% | +15.3% | +12.9% |
| 30D | -19.8% | +3.7% | -23.5% | -21.3% |
| 3M | -10.3% | +3.7% | -14.0% | -12.7% |
| 6M | +1.2% | +35.1% | -33.9% | -12.3% |
| YTD | +123.0% | -14.0% | +137.0% | +130.9% |
| 1Y | +145.4% | -19.0% | +164.4% | +162.1% |
| 3Y | +368.6% | -12.0% | +380.6% | +352.1% |
| 5Y | +486.0% | +0.6% | +485.4% | +410.4% |
| All | +985.8% | +225.2% | +760.6% | +448.9% |
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