+913.4%
ASX vs EFX
+40.1%
+873.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.1% | +9.1% | +7.1% |
| 7D | +6.3% | -7.8% | +14.1% | +9.0% |
| 30D | +6.4% | -5.7% | +12.1% | +8.0% |
| 3M | +13.1% | +2.5% | +10.6% | +9.4% |
| 6M | +90.3% | -16.7% | +107.0% | +97.6% |
| YTD | +149.6% | -20.2% | +169.8% | +161.2% |
| 1Y | +249.2% | -31.4% | +280.6% | +285.4% |
| 3Y | +445.9% | -10.5% | +456.4% | +421.2% |
| 5Y | +477.7% | -35.2% | +512.9% | +512.8% |
| 10Y | +913.4% | +40.2% | +873.2% | +672.0% |
| All | +913.4% | +40.1% | +873.3% | +672.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling