+2,793.8%
ASX vs TRMB
+1,303.1%
+1,490.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -1.1% | -19.6% | -20.4% |
| 7D | -33.3% | -17.9% | -15.4% | -29.3% |
| 30D | -36.5% | -12.0% | -24.5% | -34.2% |
| 3M | -19.2% | -8.4% | -10.8% | -17.7% |
| 6M | -10.2% | -21.5% | +11.3% | -5.0% |
| YTD | +86.5% | -31.5% | +118.0% | +105.5% |
| 1Y | +89.6% | -33.4% | +123.1% | +110.7% |
| 3Y | +298.6% | +26.5% | +272.1% | +261.0% |
| 5Y | +414.3% | -37.9% | +452.2% | +473.5% |
| 10Y | +711.1% | +107.3% | +603.7% | +521.3% |
| All | +2,793.8% | +1,303.1% | +1,490.7% | +978.7% |
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