+913.4%
ASX vs EMR
+268.7%
+644.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.3% |
| 7D | +6.3% | +3.1% | +3.2% | +4.5% |
| 30D | +6.4% | -3.5% | +10.0% | +8.5% |
| 3M | +13.1% | +9.8% | +3.4% | +7.7% |
| 6M | +90.3% | +10.8% | +79.5% | +80.5% |
| YTD | +149.6% | +15.9% | +133.7% | +129.1% |
| 1Y | +249.2% | +16.4% | +232.7% | +219.0% |
| 3Y | +445.9% | +62.1% | +383.8% | +313.6% |
| 5Y | +477.7% | +62.9% | +414.8% | +332.3% |
| 10Y | +913.4% | +267.8% | +645.6% | +453.5% |
| All | +913.4% | +268.7% | +644.7% | +453.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling