+392.6%
ASX vs EMR
+63.1%
+329.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.9% |
| 7D | -0.7% | -1.5% | +0.8% | +0.2% |
| 30D | +2.0% | -5.6% | +7.6% | +5.7% |
| 3M | -1.3% | +7.9% | -9.3% | -5.7% |
| 6M | +71.4% | +6.0% | +65.4% | +65.1% |
| YTD | +135.3% | +16.4% | +118.9% | +111.2% |
| 1Y | +267.5% | +16.6% | +250.9% | +228.4% |
| All | +392.6% | +63.1% | +329.5% | +258.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling