+133.0%
ASX vs EMB
+0.5%
+132.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +5.4% |
| 7D | -9.1% | +0.5% | -9.6% | -10.3% |
| 30D | -23.6% | +0.9% | -24.5% | -25.8% |
| 3M | -5.6% | -2.1% | -3.5% | +3.3% |
| 6M | +4.7% | -2.2% | +6.9% | +16.1% |
| YTD | +122.6% | -0.6% | +123.2% | +140.0% |
| 1Y | +133.0% | +0.2% | +132.8% | +146.4% |
| All | +133.0% | +0.5% | +132.5% | +146.4% |
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