+1,007.5%
ASX vs ET
+173.2%
+834.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.5% | +6.6% |
| 7D | +0.8% | +1.8% | -0.9% | +0.5% |
| 30D | -20.4% | -3.0% | -17.5% | -19.7% |
| 3M | -2.1% | -4.7% | +2.5% | -0.9% |
| 6M | +8.2% | +2.7% | +5.5% | +7.1% |
| YTD | +137.3% | +26.5% | +110.7% | +121.1% |
| 1Y | +155.0% | +25.0% | +130.1% | +138.4% |
| 3Y | +397.9% | +85.4% | +312.6% | +321.8% |
| 5Y | +529.2% | +215.5% | +313.7% | +370.1% |
| 10Y | +1,007.5% | +161.3% | +846.2% | +692.3% |
| All | +1,007.5% | +173.2% | +834.3% | +692.3% |
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