+3,415.4%
ASX vs ET
+1,435.0%
+1,980.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -0.7% | +0.9% | -1.6% | -0.9% |
| 30D | +2.0% | +7.5% | -5.5% | +0.2% |
| 3M | -1.3% | +11.4% | -12.7% | -4.1% |
| 6M | +71.4% | +18.5% | +52.9% | +63.8% |
| YTD | +135.3% | +37.4% | +97.9% | +116.9% |
| 1Y | +267.5% | +30.9% | +236.5% | +242.4% |
| 3Y | +388.5% | +98.7% | +289.7% | +313.5% |
| 5Y | +417.1% | +230.7% | +186.4% | +287.6% |
| 10Y | +872.7% | +175.6% | +697.2% | +602.3% |
| All | +3,415.4% | +1,435.0% | +1,980.5% | +753.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling