+842.6%
ASX vs ELF
+354.8%
+487.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ELF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.8% | +5.9% | +8.2% |
| 7D | -12.3% | +7.8% | -20.1% | -13.2% |
| 30D | -26.0% | +9.3% | -35.3% | -27.0% |
| 3M | -8.1% | +21.2% | -29.3% | -11.1% |
| 6M | +1.4% | +96.1% | -94.7% | -9.9% |
| YTD | +115.6% | +57.0% | +58.6% | +96.4% |
| 1Y | +128.0% | +61.9% | +66.2% | +106.2% |
| 3Y | +371.4% | +20.0% | +351.4% | +316.0% |
| 5Y | +469.4% | +284.8% | +184.7% | +297.9% |
| 10Y | +842.6% | +364.2% | +478.4% | +474.0% |
| All | +842.6% | +354.8% | +487.8% | +474.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ELF.
Daily Out/Under-Performance
Portfolio return minus ELF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELF 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 ELF 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