+498.2%
ASX vs EMR
+87.7%
+410.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -4.0% | -4.0% |
| 7D | +22.1% | +2.7% | +19.5% | +19.9% |
| 30D | -23.8% | +2.1% | -25.9% | -23.9% |
| 3M | -7.6% | +2.3% | -9.9% | -7.9% |
| 6M | +6.9% | +22.5% | -15.6% | -5.0% |
| YTD | +127.7% | +27.2% | +100.5% | +93.8% |
| 1Y | +144.5% | +28.0% | +116.5% | +107.0% |
| 3Y | +377.8% | +103.4% | +274.4% | +185.0% |
| 5Y | +498.2% | +88.2% | +410.1% | +272.4% |
| All | +498.2% | +87.7% | +410.5% | +272.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling