+267.5%
ASX vs ELV
+34.8%
+232.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | 0.0% |
| 7D | -0.7% | +3.3% | -4.0% | -0.3% |
| 30D | +2.0% | +4.2% | -2.2% | +2.6% |
| 3M | -1.3% | -0.1% | -1.3% | -0.7% |
| 6M | +71.4% | +41.3% | +30.2% | +73.6% |
| YTD | +135.3% | +17.4% | +117.9% | +135.5% |
| 1Y | +267.5% | +35.1% | +232.4% | +296.6% |
| All | +267.5% | +34.8% | +232.7% | +296.6% |
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