+398.5%
ASX vs EMB
+31.1%
+367.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.5% | +6.4% |
| 7D | +0.8% | -0.4% | +1.2% | +2.1% |
| 30D | -20.4% | +1.5% | -22.0% | -23.0% |
| 3M | -2.1% | -1.6% | -0.6% | +1.7% |
| 6M | +8.2% | -1.5% | +9.7% | +13.3% |
| YTD | +137.3% | -0.1% | +137.3% | +142.5% |
| 1Y | +155.0% | +0.5% | +154.5% | +157.9% |
| All | +398.5% | +31.1% | +367.4% | +248.1% |
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 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