+523.5%
ASX vs ELF
+279.9%
+243.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.6% | +6.6% |
| 7D | +0.8% | +4.3% | -3.4% | +0.2% |
| 30D | -20.4% | +7.7% | -28.2% | -21.5% |
| 3M | -2.1% | +24.7% | -26.9% | -6.3% |
| 6M | +8.2% | +114.6% | -106.4% | -7.0% |
| YTD | +137.3% | +55.8% | +81.5% | +113.2% |
| 1Y | +155.0% | +51.9% | +103.1% | +129.7% |
| 3Y | +397.9% | +24.6% | +373.4% | +309.5% |
| All | +523.5% | +279.9% | +243.5% | +179.1% |
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