+16.9%
EFA vs ASX
+144.4%
-127.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.9% | +6.5% | +3.1% |
| 7D | +2.0% | -14.6% | +16.6% | +4.0% |
| 30D | +1.6% | -21.1% | +22.7% | +4.7% |
| 3M | -1.5% | -3.1% | +1.6% | -1.9% |
| 6M | +6.6% | +17.4% | -10.7% | +0.6% |
| YTD | +11.8% | +135.3% | -123.5% | -8.2% |
| 1Y | +16.9% | +146.5% | -129.6% | -5.0% |
| All | +16.9% | +144.4% | -127.6% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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