+1,008.4%
ASX vs TRMB
+103.0%
+905.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.9% | -3.5% |
| 7D | +22.1% | +4.1% | +18.0% | +20.1% |
| 30D | -23.8% | -7.0% | -16.8% | -21.9% |
| 3M | -7.6% | -0.9% | -6.7% | -8.4% |
| 6M | +6.9% | -1.2% | +8.1% | +4.7% |
| YTD | +127.7% | -28.7% | +156.4% | +157.8% |
| 1Y | +144.5% | -32.1% | +176.6% | +183.0% |
| 3Y | +377.8% | +33.4% | +344.4% | +297.4% |
| 5Y | +498.2% | -35.6% | +533.8% | +574.1% |
| All | +1,008.4% | +103.0% | +905.4% | +767.2% |
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