+65.5%
EFA vs ASX
+366.0%
-300.5%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.3% | -3.8% | -1.1% |
| 7D | +1.2% | -9.1% | +10.4% | +2.4% |
| 30D | +0.9% | -23.6% | +24.5% | +4.8% |
| 3M | -3.4% | -5.6% | +2.2% | -3.9% |
| 6M | +2.0% | +4.7% | -2.7% | -2.3% |
| YTD | +10.4% | +122.6% | -112.2% | -10.5% |
| 1Y | +13.3% | +133.0% | -119.7% | -9.1% |
| All | +65.5% | +366.0% | -300.5% | +5.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling