+249.2%
ASX vs TRMB
-27.5%
+276.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.2% | +6.2% |
| 7D | +6.3% | -0.3% | +6.6% | +6.3% |
| 30D | +6.4% | -1.2% | +7.6% | +6.7% |
| 3M | +13.1% | +9.6% | +3.5% | +11.8% |
| 6M | +90.3% | -16.1% | +106.4% | +105.3% |
| YTD | +149.6% | -25.0% | +174.6% | +181.9% |
| 1Y | +249.2% | -27.7% | +276.9% | +294.3% |
| All | +249.2% | -27.5% | +276.7% | +294.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling