+432.3%
ASX vs ELF
+259.0%
+173.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.2% |
| 7D | -0.7% | +5.4% | -6.1% | -1.7% |
| 30D | +2.0% | +27.0% | -25.0% | -2.7% |
| 3M | -1.3% | +113.2% | -114.5% | -15.0% |
| 6M | +71.4% | +36.6% | +34.9% | +59.5% |
| YTD | +135.3% | +44.2% | +91.1% | +114.6% |
| 1Y | +267.5% | -18.0% | +285.5% | +267.0% |
| 3Y | +388.5% | -19.9% | +408.4% | +347.3% |
| All | +432.3% | +259.0% | +173.3% | +141.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling