+155.0%
ASX vs EMB
+0.3%
+154.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.5% | +6.2% |
| 7D | +0.8% | -0.4% | +1.2% | +2.8% |
| 30D | -20.4% | +1.1% | -21.5% | -23.3% |
| 3M | -2.1% | -2.0% | -0.1% | +6.7% |
| 6M | +8.2% | -1.9% | +10.1% | +19.0% |
| YTD | +137.3% | -0.5% | +137.8% | +155.3% |
| 1Y | +155.0% | +0.1% | +154.9% | +170.0% |
| All | +155.0% | +0.3% | +154.7% | +170.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling