+249.2%
ASX vs ETR
+26.8%
+222.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +5.9% |
| 3M | +13.1% | +1.0% | +12.2% | +13.0% |
| 6M | +90.3% | +4.8% | +85.4% | +85.6% |
| YTD | +149.6% | +19.5% | +130.1% | +131.1% |
| 1Y | +249.2% | +28.1% | +221.1% | +230.4% |
| All | +249.2% | +26.8% | +222.3% | +230.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling