+479.4%
ASX vs IEFA
+51.0%
+428.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +5.1% |
| 7D | +11.1% | -0.5% | +11.6% | +11.7% |
| 30D | +9.6% | -1.1% | +10.7% | +11.3% |
| 3M | +18.6% | +5.1% | +13.6% | +11.7% |
| 6M | +92.1% | +9.3% | +82.8% | +72.1% |
| YTD | +158.5% | +13.0% | +145.5% | +121.4% |
| 1Y | +271.9% | +19.2% | +252.7% | +195.7% |
| 3Y | +465.2% | +67.0% | +398.3% | +184.6% |
| 5Y | +479.4% | +51.1% | +428.3% | +246.5% |
| All | +479.4% | +51.0% | +428.4% | +246.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling