+5,185.7%
ASX vs TRI
+581.4%
+4,604.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.4% | +6.2% | +6.4% |
| 7D | +0.8% | -7.2% | +8.0% | +3.4% |
| 30D | -20.4% | +4.4% | -24.8% | -23.4% |
| 3M | -2.1% | +4.5% | -6.6% | -7.5% |
| 6M | +8.2% | +23.7% | -15.5% | -10.2% |
| YTD | +137.3% | -14.4% | +151.6% | +129.2% |
| 1Y | +155.0% | -17.4% | +172.4% | +150.8% |
| 3Y | +397.9% | -11.0% | +408.9% | +354.3% |
| 5Y | +529.2% | +0.7% | +528.6% | +432.9% |
| 10Y | +1,007.5% | +224.0% | +783.5% | +381.3% |
| All | +5,185.7% | +581.4% | +4,604.3% | +1,186.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling