+36.3%
TRV vs ASX
+253.7%
-217.4%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.0% |
| 7D | +1.9% | +5.2% | -3.3% | +2.6% |
| 30D | +1.7% | +0.5% | +1.2% | +1.9% |
| 3M | +23.9% | +8.3% | +15.5% | +25.8% |
| 6M | +26.3% | +82.0% | -55.8% | +35.0% |
| YTD | +30.8% | +147.6% | -116.8% | +47.6% |
| 1Y | +36.3% | +258.8% | -222.5% | +62.0% |
| All | +36.3% | +253.7% | -217.4% | +62.0% |
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