+887.2%
ASX vs TRU
+174.2%
+713.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.2% | +4.4% | +3.6% |
| 7D | -9.1% | +4.6% | -13.7% | -10.7% |
| 30D | -23.6% | +25.4% | -49.0% | -30.4% |
| 3M | -5.6% | +4.0% | -9.6% | -8.7% |
| 6M | +4.7% | +14.5% | -9.8% | -4.5% |
| YTD | +122.6% | -3.7% | +126.3% | +114.2% |
| 1Y | +133.0% | +2.8% | +130.2% | +117.4% |
| 3Y | +367.1% | +58.5% | +308.6% | +246.1% |
| 5Y | +504.7% | -25.0% | +529.8% | +501.8% |
| 10Y | +887.2% | +186.0% | +701.2% | +573.9% |
| All | +887.2% | +174.2% | +713.0% | +573.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling