+146.5%
ASX vs ET
+24.7%
+121.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.5% | -0.5% | -4.7% |
| 7D | -14.6% | -6.0% | -8.6% | -15.9% |
| 30D | -21.1% | -6.1% | -15.0% | -22.7% |
| 3M | -3.1% | -2.7% | -0.4% | -3.5% |
| 6M | +17.4% | +0.2% | +17.1% | +19.5% |
| YTD | +135.3% | +24.3% | +111.0% | +138.7% |
| 1Y | +146.5% | +26.4% | +120.1% | +146.5% |
| All | +146.5% | +24.7% | +121.8% | +146.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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