+42.4%
TRV vs ASX
+137.8%
-95.4%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.1% | -0.2% |
| 7D | +2.0% | +12.4% | -10.4% | +3.2% |
| 30D | +6.7% | -19.8% | +26.5% | +4.9% |
| 3M | +9.4% | -10.3% | +19.7% | +9.1% |
| 6M | +37.7% | +1.2% | +36.5% | +39.9% |
| YTD | +40.6% | +123.0% | -82.4% | +54.9% |
| 1Y | +42.4% | +145.4% | -103.0% | +58.5% |
| All | +42.4% | +137.8% | -95.4% | +58.5% |
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