+7,917.3%
ASX vs ELV
+2,593.2%
+5,324.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.6% | +6.6% |
| 7D | +0.8% | -1.1% | +1.9% | +1.1% |
| 30D | -20.4% | +1.8% | -22.2% | -21.1% |
| 3M | -2.1% | +10.5% | -12.6% | -5.4% |
| 6M | +8.2% | +13.5% | -5.2% | +2.8% |
| YTD | +137.3% | +24.3% | +113.0% | +117.3% |
| 1Y | +155.0% | +38.9% | +116.1% | +125.9% |
| 3Y | +397.9% | -1.5% | +399.4% | +369.5% |
| 5Y | +529.2% | +7.3% | +522.0% | +467.1% |
| 10Y | +1,007.5% | +268.7% | +738.8% | +535.3% |
| All | +7,917.3% | +2,593.2% | +5,324.2% | +2,670.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling