+486.8%
ASX vs ETR
+157.6%
+329.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | +12.4% | +1.2% | +11.2% | +12.2% |
| 30D | -19.8% | +7.0% | -26.8% | -20.8% |
| 3M | -10.3% | +4.6% | -14.9% | -11.1% |
| 6M | +1.2% | +0.1% | +1.1% | +1.1% |
| YTD | +123.0% | +23.2% | +99.8% | +114.1% |
| 1Y | +145.4% | +20.6% | +124.9% | +136.5% |
| 3Y | +368.6% | +156.3% | +212.4% | +287.8% |
| All | +486.8% | +157.6% | +329.2% | +398.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling