+107.9%
ASX vs TRMB
-33.2%
+141.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.9% | +5.6% | +6.3% |
| 7D | -19.9% | -16.7% | -3.2% | -18.8% |
| 30D | -30.9% | -9.9% | -21.0% | -30.0% |
| 3M | -15.1% | -7.6% | -7.5% | -14.0% |
| 6M | -6.5% | -14.7% | +8.2% | -0.5% |
| YTD | +98.4% | -30.9% | +129.4% | +124.2% |
| 1Y | +107.9% | -31.3% | +139.2% | +134.9% |
| All | +107.9% | -33.2% | +141.1% | +134.9% |
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