+125.7%
ASX vs ETR
+17.9%
+107.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.1% | +7.5% | +8.2% |
| 7D | -12.3% | +1.7% | -14.0% | -12.6% |
| 30D | -26.0% | +8.7% | -34.7% | -28.0% |
| 3M | -8.1% | +4.9% | -13.0% | -9.5% |
| 6M | +1.4% | +0.8% | +0.6% | +1.1% |
| YTD | +115.6% | +23.1% | +92.4% | +90.5% |
| All | +125.7% | +17.9% | +107.8% | +103.4% |
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