+146.5%
ASX vs EMR
+25.6%
+120.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.4% | -6.4% | -5.7% |
| 7D | -14.6% | +1.6% | -16.2% | -15.4% |
| 30D | -21.1% | +5.0% | -26.1% | -23.4% |
| 3M | -3.1% | +7.7% | -10.7% | -7.7% |
| 6M | +17.4% | +26.8% | -9.4% | +1.8% |
| YTD | +135.3% | +29.9% | +105.5% | +95.5% |
| 1Y | +146.5% | +25.7% | +120.8% | +107.2% |
| All | +146.5% | +25.6% | +120.9% | +107.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 1y: compounded portfolio wealth divided by compounded EMR 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…
1y analysis · Full analysis span regression · 6 months rolling