+406.2%
ASX vs EFV
+93.8%
+312.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.4% |
| 7D | -0.7% | +1.5% | -2.2% | -2.7% |
| 30D | +2.0% | +1.7% | +0.2% | -0.4% |
| 3M | -1.3% | +8.6% | -10.0% | -10.9% |
| 6M | +71.4% | +11.7% | +59.8% | +49.8% |
| YTD | +135.3% | +19.3% | +116.0% | +89.6% |
| 1Y | +267.5% | +30.2% | +237.3% | +165.2% |
| All | +406.2% | +93.8% | +312.5% | +123.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling