+2,979.8%
ASX vs EMR
+882.1%
+2,097.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.2% | +6.6% | +6.5% |
| 7D | -19.9% | -1.6% | -18.4% | -18.8% |
| 30D | -30.9% | +2.0% | -32.8% | -31.0% |
| 3M | -15.1% | +3.8% | -18.9% | -16.1% |
| 6M | -6.5% | +10.5% | -17.0% | -10.4% |
| YTD | +98.4% | +23.7% | +74.7% | +76.4% |
| 1Y | +107.9% | +25.4% | +82.5% | +83.2% |
| 3Y | +325.3% | +86.6% | +238.7% | +193.8% |
| 5Y | +447.3% | +83.0% | +364.3% | +281.0% |
| 10Y | +763.2% | +319.5% | +443.7% | +241.5% |
| All | +2,979.8% | +882.1% | +2,097.6% | +473.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling