+992.0%
ASX vs ELV
+257.3%
+734.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.3% | +4.8% | +3.8% |
| 7D | +11.1% | -2.2% | +13.3% | +11.6% |
| 30D | +9.6% | -0.2% | +9.8% | +9.5% |
| 3M | +18.6% | -6.1% | +24.7% | +19.5% |
| 6M | +92.1% | +42.8% | +49.3% | +75.1% |
| YTD | +158.5% | +14.4% | +144.1% | +146.1% |
| 1Y | +271.9% | +28.6% | +243.3% | +242.7% |
| 3Y | +465.2% | -7.4% | +472.7% | +448.7% |
| 5Y | +479.4% | +14.5% | +465.0% | +410.7% |
| 10Y | +992.0% | +257.4% | +734.6% | +625.9% |
| All | +992.0% | +257.3% | +734.7% | +625.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling