+395.7%
EFA vs ASX
+6,987.9%
-6,592.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +0.6% | -0.7% | +1.3% | +0.7% |
| 30D | +0.9% | +2.0% | -1.1% | +0.2% |
| 3M | +4.9% | -1.3% | +6.2% | +3.5% |
| 6M | +8.6% | +71.4% | -62.9% | -6.9% |
| YTD | +14.6% | +135.3% | -120.7% | -9.3% |
| 1Y | +22.6% | +267.5% | -244.9% | -13.5% |
| 3Y | +66.5% | +388.5% | -322.0% | +6.8% |
| 5Y | +54.5% | +417.1% | -362.6% | -4.7% |
| 10Y | +144.8% | +872.7% | -728.0% | +21.9% |
| All | +395.7% | +6,987.9% | -6,592.2% | +31.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling