+1,008.4%
ASX vs EMB
+36.8%
+971.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.3% | -2.8% |
| 7D | +22.1% | -0.7% | +22.8% | +23.5% |
| 30D | -23.8% | +0.5% | -24.3% | -24.3% |
| 3M | -7.6% | -2.5% | -5.1% | -3.7% |
| 6M | +6.9% | -2.0% | +8.9% | +11.3% |
| YTD | +127.7% | -0.9% | +128.5% | +134.1% |
| 1Y | +144.5% | -0.3% | +144.8% | +149.5% |
| 3Y | +377.8% | +29.2% | +348.6% | +236.3% |
| 5Y | +498.2% | +7.4% | +490.8% | +462.2% |
| All | +1,008.4% | +36.8% | +971.6% | +593.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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