+950.8%
ASX vs ELAN
-17.0%
+967.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.3% |
| 7D | +12.4% | +4.0% | +8.4% | +11.2% |
| 30D | -19.8% | +18.8% | -38.6% | -23.4% |
| 3M | -10.3% | +19.0% | -29.3% | -14.7% |
| 6M | +1.2% | +22.8% | -21.6% | -4.9% |
| YTD | +123.0% | +18.3% | +104.7% | +110.6% |
| 1Y | +145.4% | +21.8% | +123.7% | +129.5% |
| 3Y | +368.6% | +153.8% | +214.8% | +237.0% |
| 5Y | +486.0% | -18.9% | +505.0% | +472.0% |
| All | +950.8% | -17.0% | +967.8% | +826.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ELAN.
Daily Out/Under-Performance
Portfolio return minus ELAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELAN 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 ELAN 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