+3,552.3%
ASX vs TRMB
+1,455.6%
+2,096.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.3% | +0.5% |
| 7D | -0.7% | -2.5% | +1.8% | +0.1% |
| 30D | +2.0% | +1.5% | +0.5% | +1.3% |
| 3M | -1.3% | +6.8% | -8.1% | -4.2% |
| 6M | +71.4% | -14.9% | +86.4% | +78.3% |
| YTD | +135.3% | -24.1% | +159.4% | +152.7% |
| 1Y | +267.5% | -25.4% | +292.9% | +296.4% |
| 3Y | +388.5% | +8.0% | +380.5% | +364.8% |
| 5Y | +417.1% | -37.3% | +454.4% | +477.9% |
| 10Y | +872.7% | +116.8% | +755.9% | +637.3% |
| All | +3,552.3% | +1,455.6% | +2,096.7% | +1,226.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling