+842.6%
ASX vs TRMB
+105.8%
+736.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.1% | +7.6% | +8.2% |
| 7D | -12.3% | -17.0% | +4.7% | -5.4% |
| 30D | -26.0% | -9.0% | -17.0% | -23.5% |
| 3M | -8.1% | -8.1% | 0.0% | -5.9% |
| 6M | +1.4% | -10.1% | +11.5% | +3.5% |
| YTD | +115.6% | -30.2% | +145.8% | +146.0% |
| 1Y | +128.0% | -30.7% | +158.7% | +160.7% |
| 3Y | +371.4% | +32.6% | +338.8% | +293.4% |
| 5Y | +469.4% | -38.1% | +507.6% | +551.5% |
| 10Y | +842.6% | +98.9% | +743.7% | +679.3% |
| All | +842.6% | +105.8% | +736.8% | +679.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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