+140.4%
EFA vs ASX
+974.7%
-834.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.3% | +2.4% | -0.1% |
| 7D | -2.4% | +6.5% | -8.8% | -3.9% |
| 30D | -2.2% | +3.1% | -5.4% | -3.2% |
| 3M | +5.7% | +17.4% | -11.7% | 0.0% |
| 6M | +8.2% | +85.4% | -77.3% | -9.7% |
| YTD | +11.8% | +150.1% | -138.3% | -13.9% |
| 1Y | +18.3% | +256.3% | -238.0% | -17.3% |
| 3Y | +64.9% | +446.9% | -381.9% | -0.3% |
| 5Y | +52.4% | +447.1% | -394.7% | -10.9% |
| All | +140.4% | +974.7% | -834.3% | +8.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling