+913.4%
ASX vs TRMB
+114.9%
+798.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.2% | +6.6% |
| 7D | +6.3% | -0.3% | +6.6% | +6.4% |
| 30D | +6.4% | -1.2% | +7.6% | +6.6% |
| 3M | +13.1% | +9.6% | +3.5% | +6.9% |
| 6M | +90.3% | -16.1% | +106.4% | +102.9% |
| YTD | +149.6% | -25.0% | +174.6% | +178.7% |
| 1Y | +249.2% | -27.7% | +276.9% | +295.6% |
| 3Y | +445.9% | +15.3% | +430.6% | +387.6% |
| 5Y | +477.7% | -37.4% | +515.1% | +562.7% |
| 10Y | +913.4% | +117.5% | +795.9% | +665.4% |
| All | +913.4% | +114.9% | +798.5% | +665.4% |
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