+985.8%
ASX vs EME
+905.2%
+80.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.8% |
| 7D | +12.4% | +8.4% | +4.0% | +8.3% |
| 30D | -19.8% | -11.5% | -8.3% | -14.3% |
| 3M | -10.3% | -20.6% | +10.3% | +0.6% |
| 6M | +1.2% | -28.5% | +29.7% | +19.6% |
| YTD | +123.0% | +8.0% | +115.0% | +121.7% |
| 1Y | +145.4% | +6.8% | +138.7% | +144.9% |
| 3Y | +368.6% | +213.9% | +154.7% | +195.5% |
| 5Y | +486.0% | +414.8% | +71.2% | +202.7% |
| All | +985.8% | +905.2% | +80.6% | +337.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 10y: compounded portfolio wealth divided by compounded EME 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…
10y analysis · Full analysis span regression · 6 months rolling