+153.7%
TRV vs ASX
+469.8%
-316.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.1% | -7.1% | -1.0% |
| 7D | +0.5% | +6.3% | -5.8% | +0.5% |
| 30D | -4.9% | +6.4% | -11.3% | -4.9% |
| 3M | +23.7% | +13.1% | +10.6% | +23.4% |
| 6M | +20.3% | +90.3% | -70.0% | +17.5% |
| YTD | +27.1% | +149.6% | -122.6% | +22.6% |
| 1Y | +35.3% | +249.2% | -213.8% | +28.1% |
| 3Y | +139.8% | +445.9% | -306.1% | +116.6% |
| All | +153.7% | +469.8% | -316.1% | +127.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling