+271.9%
ASX vs TRU
-16.5%
+288.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.5% |
| 7D | +11.1% | -6.5% | +17.6% | +10.4% |
| 30D | +9.6% | -2.5% | +12.1% | +9.4% |
| 3M | +18.6% | +10.4% | +8.3% | +19.2% |
| 6M | +92.1% | +1.6% | +90.5% | +92.6% |
| YTD | +158.5% | -9.7% | +168.2% | +158.2% |
| 1Y | +271.9% | -17.3% | +289.1% | +263.2% |
| All | +271.9% | -16.5% | +288.4% | +263.2% |
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