+913.4%
ASX vs EFV
+163.3%
+750.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.8% |
| 7D | +6.3% | +1.0% | +5.3% | +5.1% |
| 30D | +6.4% | +0.2% | +6.2% | +6.1% |
| 3M | +13.1% | +9.6% | +3.5% | +2.6% |
| 6M | +90.3% | +14.0% | +76.3% | +65.9% |
| YTD | +149.6% | +18.5% | +131.2% | +109.0% |
| 1Y | +249.2% | +27.9% | +221.3% | +168.7% |
| 3Y | +445.9% | +92.4% | +353.5% | +172.1% |
| 5Y | +477.7% | +97.2% | +380.6% | +182.8% |
| 10Y | +913.4% | +163.0% | +750.4% | +275.4% |
| All | +913.4% | +163.3% | +750.0% | +275.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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