+1,411.7%
TRV vs ASX
+3,397.4%
-1,985.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.0% | +5.0% | +1.5% |
| 7D | +0.1% | +22.1% | -22.0% | -2.6% |
| 30D | +8.0% | -23.8% | +31.8% | +10.9% |
| 3M | +9.3% | -7.6% | +16.9% | +9.0% |
| 6M | +36.2% | +6.9% | +29.3% | +31.1% |
| YTD | +40.6% | +127.7% | -87.1% | +20.5% |
| 1Y | +43.1% | +144.5% | -101.5% | +21.2% |
| 3Y | +149.6% | +377.8% | -228.2% | +86.3% |
| 5Y | +181.6% | +498.2% | -316.6% | +98.3% |
| 10Y | +352.5% | +962.7% | -610.2% | +179.7% |
| All | +1,411.7% | +3,397.4% | -1,985.7% | +572.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling