+1,008.4%
ASX vs ETR
+379.5%
+628.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +22.1% | +1.5% | +20.6% | +21.6% |
| 30D | -23.8% | +6.6% | -30.4% | -25.2% |
| 3M | -7.6% | +4.4% | -12.0% | -8.8% |
| 6M | +6.9% | -0.3% | +7.2% | +6.9% |
| YTD | +127.7% | +23.3% | +104.4% | +112.9% |
| 1Y | +144.5% | +18.9% | +125.7% | +131.2% |
| 3Y | +377.8% | +155.5% | +222.3% | +246.2% |
| 5Y | +498.2% | +159.9% | +338.3% | +323.9% |
| All | +1,008.4% | +379.5% | +628.9% | +647.2% |
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