+3,433.5%
ASX vs EL
+722.4%
+2,711.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -3.5% |
| 7D | +22.1% | +2.7% | +19.4% | +21.1% |
| 30D | -23.8% | +10.8% | -34.6% | -26.8% |
| 3M | -7.6% | +26.5% | -34.1% | -16.4% |
| 6M | +6.9% | +31.1% | -24.2% | -5.2% |
| YTD | +127.7% | +6.6% | +121.0% | +112.5% |
| 1Y | +144.5% | +21.8% | +122.7% | +116.2% |
| 3Y | +377.8% | +1.8% | +376.0% | +317.6% |
| 5Y | +498.2% | -65.6% | +563.8% | +693.6% |
| 10Y | +962.7% | +60.3% | +902.4% | +650.1% |
| All | +3,433.5% | +722.4% | +2,711.1% | +1,073.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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