+985.8%
ASX vs IEFA
+148.4%
+837.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.2% | -2.2% |
| 7D | +12.4% | +2.2% | +10.2% | +9.4% |
| 30D | -19.8% | +1.1% | -20.9% | -20.1% |
| 3M | -10.3% | -4.3% | -6.0% | -4.0% |
| 6M | +1.2% | +1.4% | -0.1% | +2.2% |
| YTD | +123.0% | +10.1% | +113.0% | +103.8% |
| 1Y | +145.4% | +12.9% | +132.5% | +117.5% |
| 3Y | +368.6% | +65.8% | +302.8% | +163.2% |
| 5Y | +486.0% | +47.7% | +438.4% | +282.4% |
| All | +985.8% | +148.4% | +837.4% | +335.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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