+748.4%
ASX vs EMB
+28.9%
+719.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.4% | +6.4% |
| 7D | -19.9% | -0.1% | -19.8% | -19.7% |
| 30D | -30.9% | +1.3% | -32.2% | -32.2% |
| 3M | -15.1% | -2.2% | -12.8% | -11.9% |
| 6M | -6.5% | -2.3% | -4.1% | -2.2% |
| YTD | +98.4% | -0.6% | +99.1% | +103.1% |
| 1Y | +107.9% | +0.5% | +107.4% | +109.3% |
| 3Y | +325.3% | +29.4% | +295.9% | +199.1% |
| 5Y | +447.3% | +6.5% | +440.8% | +420.4% |
| All | +748.4% | +28.9% | +719.5% | +495.1% |
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