+842.6%
ASX vs ETR
+356.9%
+485.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.1% | +7.5% | +8.3% |
| 7D | -12.3% | +1.7% | -14.0% | -12.7% |
| 30D | -26.0% | +8.7% | -34.7% | -27.9% |
| 3M | -8.1% | +4.9% | -13.0% | -9.4% |
| 6M | +1.4% | +0.8% | +0.6% | +1.0% |
| YTD | +115.6% | +23.1% | +92.4% | +101.6% |
| 1Y | +128.0% | +17.9% | +110.1% | +116.1% |
| 3Y | +371.4% | +154.5% | +216.9% | +241.9% |
| 5Y | +469.4% | +160.3% | +309.1% | +303.0% |
| 10Y | +842.6% | +366.9% | +475.7% | +528.2% |
| All | +842.6% | +356.9% | +485.7% | +528.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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