+1,411.9%
TRV vs ASX
+3,326.1%
-1,914.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.1% | +0.3% |
| 7D | +2.0% | +12.4% | -10.4% | +0.4% |
| 30D | +6.7% | -19.8% | +26.5% | +8.9% |
| 3M | +9.4% | -10.3% | +19.7% | +9.5% |
| 6M | +37.7% | +1.2% | +36.5% | +33.5% |
| YTD | +40.6% | +123.0% | -82.4% | +20.8% |
| 1Y | +42.4% | +145.4% | -103.0% | +20.6% |
| 3Y | +148.1% | +368.6% | -220.5% | +85.7% |
| 5Y | +181.7% | +486.0% | -304.3% | +98.9% |
| 10Y | +352.6% | +941.0% | -588.5% | +180.4% |
| All | +1,411.9% | +3,326.1% | -1,914.2% | +574.7% |
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 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