+49.9%
TRV vs ASX
+144.4%
-94.6%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.9% | +7.4% | +3.0% |
| 7D | +3.9% | -14.6% | +18.5% | +2.1% |
| 30D | +13.5% | -21.1% | +34.5% | +10.9% |
| 3M | +8.9% | -3.1% | +12.0% | +9.2% |
| 6M | +36.8% | +17.4% | +19.4% | +40.2% |
| YTD | +42.7% | +135.3% | -92.6% | +58.2% |
| 1Y | +49.9% | +146.5% | -96.7% | +67.0% |
| All | +49.9% | +144.4% | -94.6% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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