+146.5%
ASX vs TRU
+2.1%
+144.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.6% | -8.5% | -2.9% |
| 7D | -14.6% | +10.5% | -25.1% | -12.6% |
| 30D | -21.1% | +28.7% | -49.8% | -17.3% |
| 3M | -3.1% | +0.7% | -3.7% | -1.9% |
| 6M | +17.4% | +19.3% | -2.0% | +20.1% |
| YTD | +135.3% | -3.7% | +139.1% | +137.0% |
| 1Y | +146.5% | +3.4% | +143.1% | +149.1% |
| All | +146.5% | +2.1% | +144.4% | +149.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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