+887.2%
ASX vs EMB
+31.5%
+855.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +4.2% |
| 7D | -9.1% | +0.5% | -9.6% | -9.7% |
| 30D | -23.6% | +0.9% | -24.5% | -24.6% |
| 3M | -5.6% | -2.1% | -3.5% | -2.3% |
| 6M | +4.7% | -2.2% | +6.9% | +9.3% |
| YTD | +122.6% | -0.6% | +123.2% | +127.9% |
| 1Y | +133.0% | +0.2% | +132.8% | +135.7% |
| 3Y | +367.1% | +29.5% | +337.6% | +226.8% |
| 5Y | +504.7% | +8.0% | +496.8% | +463.6% |
| 10Y | +887.2% | +35.3% | +851.9% | +500.2% |
| All | +887.2% | +31.5% | +855.7% | +500.2% |
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