+3,582.5%
ASX vs ETR
+1,488.8%
+2,093.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.3% | +6.3% | +6.5% |
| 7D | +0.8% | +0.1% | +0.7% | +1.0% |
| 30D | -20.4% | +7.7% | -28.1% | -22.4% |
| 3M | -2.1% | +5.7% | -7.9% | -4.0% |
| 6M | +8.2% | -0.3% | +8.5% | +8.1% |
| YTD | +137.3% | +23.4% | +113.9% | +120.0% |
| 1Y | +155.0% | +18.5% | +136.5% | +139.6% |
| 3Y | +397.9% | +155.6% | +242.4% | +249.6% |
| 5Y | +529.2% | +158.7% | +370.6% | +332.9% |
| 10Y | +1,007.5% | +377.8% | +629.7% | +490.4% |
| All | +3,582.5% | +1,488.8% | +2,093.7% | +1,714.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling