+529.2%
ASX vs ET
+216.9%
+312.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.5% | +6.6% |
| 7D | +0.8% | +1.8% | -0.9% | +0.3% |
| 30D | -20.4% | -3.0% | -17.5% | -19.3% |
| 3M | -2.1% | -4.7% | +2.5% | -0.2% |
| 6M | +8.2% | +2.7% | +5.5% | +6.3% |
| YTD | +137.3% | +26.5% | +110.7% | +109.7% |
| 1Y | +155.0% | +25.0% | +130.1% | +126.5% |
| 3Y | +397.9% | +85.4% | +312.6% | +271.5% |
| 5Y | +529.2% | +215.5% | +313.7% | +303.4% |
| All | +529.2% | +216.9% | +312.4% | +303.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling