+2,979.8%
ASX vs TRMB
+1,315.4%
+1,664.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.9% | +5.6% | +6.2% |
| 7D | -19.9% | -16.7% | -3.2% | -15.5% |
| 30D | -30.9% | -9.9% | -21.0% | -28.9% |
| 3M | -15.1% | -7.6% | -7.5% | -13.7% |
| 6M | -6.5% | -14.7% | +8.2% | -3.4% |
| YTD | +98.4% | -30.9% | +129.4% | +118.1% |
| 1Y | +107.9% | -31.3% | +139.2% | +128.7% |
| 3Y | +325.3% | +29.4% | +295.9% | +282.5% |
| 5Y | +447.3% | -37.4% | +484.7% | +508.8% |
| 10Y | +763.2% | +109.2% | +654.0% | +559.5% |
| All | +2,979.8% | +1,315.4% | +1,664.4% | +1,045.1% |
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