+432.3%
ASX vs ETR
+127.8%
+304.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | -0.7% | +1.4% | -2.2% | -0.9% |
| 30D | +2.0% | +1.0% | +1.0% | +1.8% |
| 3M | -1.3% | -1.3% | -0.1% | -1.2% |
| 6M | +71.4% | +1.9% | +69.5% | +70.6% |
| YTD | +135.3% | +18.2% | +117.2% | +128.9% |
| 1Y | +267.5% | +24.7% | +242.8% | +255.0% |
| 3Y | +388.5% | +150.7% | +237.8% | +323.5% |
| All | +432.3% | +127.8% | +304.5% | +361.8% |
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