+256.3%
ASX vs IEFA
+17.8%
+238.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.3% | -1.7% |
| 7D | +6.5% | -2.4% | +8.9% | +11.0% |
| 30D | +3.1% | -2.1% | +5.2% | +7.0% |
| 3M | +17.4% | +5.5% | +11.8% | +9.1% |
| 6M | +85.4% | +8.1% | +77.3% | +69.3% |
| YTD | +150.1% | +11.9% | +138.1% | +118.7% |
| 1Y | +256.3% | +18.1% | +238.2% | +194.0% |
| All | +256.3% | +17.8% | +238.5% | +194.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling