+445.9%
ASX vs ET
+96.2%
+349.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.0% | +6.1% |
| 7D | +6.3% | +0.4% | +5.9% | +6.1% |
| 30D | +6.4% | +6.9% | -0.4% | +3.4% |
| 3M | +13.1% | +13.1% | +0.1% | +6.8% |
| 6M | +90.3% | +18.7% | +71.6% | +74.0% |
| YTD | +149.6% | +37.4% | +112.2% | +109.5% |
| 1Y | +249.2% | +34.8% | +214.4% | +195.7% |
| 3Y | +445.9% | +96.8% | +349.1% | +289.2% |
| All | +445.9% | +96.2% | +349.7% | +289.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling