+371.4%
ASX vs TRI
-10.7%
+382.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -3.8% | +12.4% | +7.9% |
| 7D | -12.3% | -11.4% | -0.9% | -13.9% |
| 30D | -26.0% | +4.9% | -30.9% | -25.3% |
| 3M | -8.1% | +7.0% | -15.2% | -6.5% |
| 6M | +1.4% | +18.2% | -16.8% | +6.0% |
| YTD | +115.6% | -14.8% | +130.4% | +139.2% |
| 1Y | +128.0% | -18.0% | +146.0% | +155.6% |
| 3Y | +371.4% | -12.0% | +383.4% | +413.1% |
| All | +371.4% | -10.7% | +382.1% | +413.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling