+477.7%
ASX vs EME
+565.5%
-87.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.5% | +3.6% | +4.7% |
| 7D | +6.3% | +5.2% | +1.1% | +3.4% |
| 30D | +6.4% | -5.4% | +11.8% | +9.8% |
| 3M | +13.1% | -6.1% | +19.2% | +17.7% |
| 6M | +90.3% | +9.7% | +80.6% | +83.9% |
| YTD | +149.6% | +26.6% | +123.0% | +124.6% |
| 1Y | +249.2% | +24.6% | +224.5% | +209.4% |
| 3Y | +445.9% | +249.6% | +196.3% | +179.1% |
| 5Y | +477.7% | +556.6% | -78.8% | +103.3% |
| All | +477.7% | +565.5% | -87.8% | +103.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling