+706.7%
ETN vs ASX
+964.2%
-257.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.0% | +4.9% | +4.3% |
| 7D | +3.5% | +5.2% | -1.7% | +1.4% |
| 30D | -7.5% | +0.5% | -8.0% | -7.9% |
| 3M | +8.3% | +8.3% | 0.0% | +3.9% |
| 6M | +20.2% | +82.0% | -61.9% | -5.6% |
| YTD | +34.7% | +147.6% | -113.0% | -5.9% |
| 1Y | +19.4% | +258.8% | -239.4% | -27.4% |
| 3Y | +85.5% | +452.1% | -366.5% | -4.0% |
| 5Y | +186.6% | +441.7% | -255.1% | +44.3% |
| All | +706.7% | +964.2% | -257.5% | +190.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling