+143.6%
ETR vs AU
+577.5%
-433.9%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.4% |
| 7D | -1.8% | -4.3% | +2.5% | -1.5% |
| 30D | -1.8% | +7.3% | -9.1% | -2.3% |
| 3M | -3.6% | +26.3% | -29.9% | -5.4% |
| 6M | +2.6% | +1.8% | +0.9% | +1.8% |
| YTD | +16.0% | +26.8% | -10.8% | +13.1% |
| 1Y | +20.1% | +66.7% | -46.6% | +14.7% |
| 3Y | +143.6% | +579.1% | -435.5% | +103.8% |
| All | +143.6% | +577.5% | -433.9% | +103.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling