+325.3%
ASX vs EME
+191.8%
+133.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.2% | +4.2% | +5.1% |
| 7D | -19.9% | -10.5% | -9.5% | -13.9% |
| 30D | -30.9% | -22.4% | -8.5% | -18.7% |
| 3M | -15.1% | -24.7% | +9.6% | +1.3% |
| 6M | -6.5% | -35.5% | +29.0% | +21.7% |
| YTD | +98.4% | -0.3% | +98.8% | +107.9% |
| 1Y | +107.9% | -6.7% | +114.6% | +124.6% |
| 3Y | +325.3% | +190.6% | +134.6% | +170.7% |
| All | +325.3% | +191.8% | +133.5% | +170.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling