+477.7%
ASX vs TRI
-7.1%
+484.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -6.5% | +12.6% | +6.6% |
| 7D | +6.3% | -7.1% | +13.4% | +6.8% |
| 30D | +6.4% | -2.3% | +8.8% | +6.4% |
| 3M | +13.1% | +19.6% | -6.4% | +9.1% |
| 6M | +90.3% | -8.7% | +99.0% | +97.0% |
| YTD | +149.6% | -22.3% | +171.9% | +176.4% |
| 1Y | +249.2% | -40.7% | +289.8% | +341.6% |
| 3Y | +445.9% | -17.8% | +463.7% | +420.3% |
| 5Y | +477.7% | -8.5% | +486.2% | +364.3% |
| All | +477.7% | -7.1% | +484.8% | +364.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling