+479.4%
ASX vs ELAN
-30.4%
+509.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.8% | +5.3% | +4.0% |
| 7D | +11.1% | -4.6% | +15.7% | +12.5% |
| 30D | +9.6% | +5.7% | +3.9% | +7.5% |
| 3M | +18.6% | -3.9% | +22.5% | +19.0% |
| 6M | +92.1% | -1.6% | +93.8% | +90.4% |
| YTD | +158.5% | +4.1% | +154.4% | +152.5% |
| 1Y | +271.9% | +25.5% | +246.4% | +243.9% |
| 3Y | +465.2% | +103.2% | +362.0% | +327.5% |
| 5Y | +479.4% | -29.8% | +509.2% | +499.8% |
| All | +479.4% | -30.4% | +509.8% | +499.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling