+415.3%
ASX vs TRU
-26.8%
+442.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.1% | +8.5% | +7.0% |
| 7D | -19.9% | +5.7% | -25.6% | -21.3% |
| 30D | -30.9% | +29.2% | -60.1% | -36.7% |
| 3M | -15.1% | +2.7% | -17.7% | -17.0% |
| 6M | -6.5% | +15.2% | -21.7% | -13.9% |
| YTD | +98.4% | -4.9% | +103.3% | +93.6% |
| 1Y | +107.9% | +3.4% | +104.4% | +95.3% |
| 3Y | +325.3% | +63.2% | +262.1% | +215.8% |
| All | +415.3% | -26.8% | +442.1% | +462.3% |
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