+302.3%
ETR vs RBA
+189.2%
+113.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.1% |
| 7D | +0.4% | -1.9% | +2.3% | +0.8% |
| 30D | +2.0% | -13.0% | +15.0% | +4.7% |
| 3M | -1.7% | -23.1% | +21.4% | +2.9% |
| 6M | +3.6% | -22.6% | +26.2% | +8.1% |
| YTD | +18.0% | -20.4% | +38.4% | +21.9% |
| 1Y | +26.2% | -29.6% | +55.8% | +33.6% |
| 3Y | +148.0% | +26.6% | +121.4% | +128.7% |
| 5Y | +126.1% | +38.2% | +87.9% | +100.7% |
| 10Y | +302.3% | +194.7% | +107.5% | +173.6% |
| All | +302.3% | +189.2% | +113.1% | +173.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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