+2,082.8%
ASX vs EMB
+126.0%
+1,956.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.4% | +6.4% |
| 7D | -19.9% | -0.1% | -19.8% | -19.8% |
| 30D | -30.9% | +1.3% | -32.2% | -31.7% |
| 3M | -15.1% | -2.7% | -12.4% | -12.7% |
| 6M | -6.5% | -2.8% | -3.6% | -3.3% |
| YTD | +98.4% | -1.1% | +99.5% | +102.5% |
| 1Y | +107.9% | 0.0% | +107.9% | +110.0% |
| 3Y | +325.3% | +28.8% | +296.5% | +243.6% |
| 5Y | +447.3% | +6.0% | +441.3% | +423.7% |
| 10Y | +763.2% | +29.1% | +734.1% | +631.9% |
| All | +2,082.8% | +126.0% | +1,956.9% | +1,852.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling