+146.5%
ASX vs ELV
+42.6%
+103.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.9% | -8.9% | -3.0% |
| 7D | -14.6% | +4.8% | -19.4% | -13.8% |
| 30D | -21.1% | +10.1% | -31.1% | -19.9% |
| 3M | -3.1% | +15.4% | -18.4% | -1.2% |
| 6M | +17.4% | +17.7% | -0.4% | +19.1% |
| YTD | +135.3% | +25.7% | +109.7% | +132.1% |
| 1Y | +146.5% | +39.9% | +106.6% | +142.4% |
| All | +146.5% | +42.6% | +103.9% | +142.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 1y: compounded portfolio wealth divided by compounded ELV 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…
1y analysis · Full analysis span regression · 6 months rolling