+992.0%
ASX vs ET
+166.1%
+825.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.8% | +3.3% |
| 7D | +11.1% | +0.6% | +10.5% | +10.9% |
| 30D | +9.6% | +5.3% | +4.3% | +8.1% |
| 3M | +18.6% | +15.6% | +3.0% | +13.9% |
| 6M | +92.1% | +20.6% | +71.5% | +82.1% |
| YTD | +158.5% | +38.5% | +119.9% | +136.0% |
| 1Y | +271.9% | +35.7% | +236.2% | +241.3% |
| 3Y | +465.2% | +98.4% | +366.9% | +374.2% |
| 5Y | +479.4% | +245.3% | +234.1% | +328.4% |
| 10Y | +992.0% | +173.7% | +818.2% | +731.6% |
| All | +992.0% | +166.1% | +825.9% | +731.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling