+146.5%
ASX vs EFX
-7.5%
+154.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.4% | -6.3% | -3.2% |
| 7D | -14.6% | +9.2% | -23.8% | -12.2% |
| 30D | -21.1% | +34.8% | -55.9% | -14.4% |
| 3M | -3.1% | +8.8% | -11.9% | +0.7% |
| 6M | +17.4% | +12.3% | +5.1% | +23.2% |
| YTD | +135.3% | -10.6% | +145.9% | +147.8% |
| 1Y | +146.5% | -6.7% | +153.2% | +159.7% |
| All | +146.5% | -7.5% | +154.0% | +159.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1y: compounded portfolio wealth divided by compounded EFX 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…
1y analysis · Full analysis span regression · 6 months rolling