+178.3%
TRV vs ASX
+538.6%
-360.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.6% | -6.9% | -0.3% |
| 7D | -2.4% | +0.8% | -3.2% | -2.3% |
| 30D | +7.5% | -20.4% | +27.9% | +7.4% |
| 3M | +6.7% | -2.1% | +8.9% | +6.7% |
| 6M | +35.5% | +8.2% | +27.2% | +34.9% |
| YTD | +39.3% | +137.3% | -98.0% | +34.5% |
| 1Y | +41.8% | +155.0% | -113.2% | +36.5% |
| 3Y | +147.3% | +397.9% | -250.6% | +124.2% |
| 5Y | +178.3% | +529.2% | -350.9% | +143.7% |
| All | +178.3% | +538.6% | -360.2% | +143.7% |
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