+53.4%
EFA vs ASX
+490.0%
-436.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.7% | -1.9% |
| 7D | -0.5% | +11.1% | -11.6% | -2.9% |
| 30D | -1.3% | +9.6% | -10.9% | -3.6% |
| 3M | +5.2% | +18.6% | -13.4% | -0.5% |
| 6M | +9.4% | +92.1% | -82.8% | -9.4% |
| YTD | +12.7% | +158.5% | -145.8% | -13.8% |
| 1Y | +19.3% | +271.9% | -252.6% | -17.6% |
| 3Y | +66.3% | +465.2% | -398.9% | -2.0% |
| 5Y | +53.4% | +479.4% | -426.1% | -15.2% |
| All | +53.4% | +490.0% | -436.7% | -15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling