+3,917.3%
ASX vs EFV
+249.8%
+3,667.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.7% | +5.9% | +6.1% |
| 7D | -12.3% | +1.7% | -14.0% | -13.5% |
| 30D | -26.0% | +3.4% | -29.4% | -28.1% |
| 3M | -8.1% | -1.7% | -6.4% | -6.5% |
| 6M | +1.4% | +6.4% | -5.0% | -3.4% |
| YTD | +115.6% | +16.3% | +99.3% | +90.0% |
| 1Y | +128.0% | +22.9% | +105.1% | +91.0% |
| 3Y | +371.4% | +92.8% | +278.6% | +165.7% |
| 5Y | +469.4% | +93.5% | +375.9% | +224.7% |
| 10Y | +842.6% | +162.1% | +680.5% | +316.7% |
| All | +3,917.3% | +249.8% | +3,667.5% | +1,105.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling