+5,142.3%
ASX vs TRI
+561.6%
+4,580.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.4% | +5.7% | +2.6% |
| 7D | -0.7% | -0.5% | -0.2% | -0.7% |
| 30D | +2.0% | +7.9% | -5.9% | -2.0% |
| 3M | -1.3% | +24.1% | -25.4% | -14.2% |
| 6M | +71.4% | +3.8% | +67.6% | +57.9% |
| YTD | +135.3% | -16.9% | +152.2% | +137.5% |
| 1Y | +267.5% | -38.4% | +305.9% | +332.9% |
| 3Y | +388.5% | -12.2% | +400.7% | +360.9% |
| 5Y | +417.1% | -1.8% | +418.9% | +356.0% |
| 10Y | +872.7% | +207.6% | +665.1% | +346.6% |
| All | +5,142.3% | +561.6% | +4,580.7% | +1,233.0% |
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