+371.4%
ASX vs EFV
+91.1%
+280.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.7% | +5.9% | +5.0% |
| 7D | -12.3% | +1.7% | -14.0% | -13.9% |
| 30D | -26.0% | +3.4% | -29.4% | -28.9% |
| 3M | -8.1% | -1.7% | -6.4% | -5.8% |
| 6M | +1.4% | +6.4% | -5.0% | -5.7% |
| YTD | +115.6% | +16.3% | +99.3% | +79.6% |
| 1Y | +128.0% | +22.9% | +105.1% | +76.9% |
| 3Y | +371.4% | +92.8% | +278.6% | +104.5% |
| All | +371.4% | +91.1% | +280.3% | +104.5% |
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