+477.7%
ASX vs TRU
-35.2%
+513.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.8% | +8.9% | +7.0% |
| 7D | +6.3% | -7.2% | +13.5% | +8.7% |
| 30D | +6.4% | -2.8% | +9.2% | +7.0% |
| 3M | +13.1% | +13.0% | +0.1% | +6.3% |
| 6M | +90.3% | +0.7% | +89.6% | +85.3% |
| YTD | +149.6% | -9.0% | +158.6% | +149.8% |
| 1Y | +249.2% | -16.3% | +265.5% | +258.4% |
| 3Y | +445.9% | -1.1% | +447.0% | +404.9% |
| 5Y | +477.7% | -36.0% | +513.7% | +588.7% |
| All | +477.7% | -35.2% | +513.0% | +588.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling