+913.4%
ASX vs ETR
+295.2%
+618.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.2% | +4.9% | +5.7% |
| 7D | +6.3% | +1.4% | +4.9% | +5.9% |
| 30D | +6.4% | +1.9% | +4.6% | +5.8% |
| 3M | +13.1% | +1.0% | +12.2% | +12.8% |
| 6M | +90.3% | +4.8% | +85.4% | +86.8% |
| YTD | +149.6% | +19.5% | +130.1% | +135.4% |
| 1Y | +249.2% | +28.1% | +221.1% | +222.2% |
| 3Y | +445.9% | +151.1% | +294.7% | +295.6% |
| 5Y | +477.7% | +125.2% | +352.6% | +329.5% |
| 10Y | +913.4% | +291.1% | +622.2% | +586.6% |
| All | +913.4% | +295.2% | +618.2% | +586.6% |
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