+992.0%
ASX vs EME
+1,266.0%
-274.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +6.0% | +4.6% |
| 7D | +11.1% | +2.7% | +8.4% | +9.7% |
| 30D | +9.6% | -6.8% | +16.4% | +13.1% |
| 3M | +18.6% | -8.8% | +27.5% | +24.2% |
| 6M | +92.1% | +5.0% | +87.1% | +90.4% |
| YTD | +158.5% | +23.5% | +135.0% | +139.8% |
| 1Y | +271.9% | +21.3% | +250.6% | +242.8% |
| 3Y | +465.2% | +241.1% | +224.2% | +243.0% |
| 5Y | +479.4% | +549.2% | -69.7% | +175.3% |
| 10Y | +992.0% | +1,306.4% | -314.4% | +316.4% |
| All | +992.0% | +1,266.0% | -274.0% | +316.4% |
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