+325.3%
ASX vs ELF
+18.9%
+306.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ELF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.7% | +0.7% | +5.5% |
| 7D | -19.9% | +4.0% | -23.9% | -20.3% |
| 30D | -30.9% | +10.6% | -41.5% | -31.9% |
| 3M | -15.1% | +25.8% | -40.9% | -18.3% |
| 6M | -6.5% | +89.1% | -95.5% | -16.2% |
| YTD | +98.4% | +52.7% | +45.7% | +81.7% |
| 1Y | +107.9% | +51.7% | +56.1% | +90.0% |
| 3Y | +325.3% | +14.2% | +311.1% | +288.3% |
| All | +325.3% | +18.9% | +306.4% | +288.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling