+368.6%
ASX vs EMB
+29.8%
+338.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.5% |
| 7D | +12.4% | -0.9% | +13.3% | +14.9% |
| 30D | -19.8% | +0.4% | -20.2% | -20.2% |
| 3M | -10.3% | -3.1% | -7.2% | -3.2% |
| 6M | +1.2% | -2.1% | +3.3% | +7.6% |
| YTD | +123.0% | -1.1% | +124.1% | +133.6% |
| 1Y | +145.4% | -0.1% | +145.5% | +152.1% |
| 3Y | +368.6% | +29.6% | +339.0% | +235.2% |
| All | +368.6% | +29.8% | +338.8% | +235.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling