+1,008.4%
ASX vs XME
+266.4%
+742.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -2.9% |
| 7D | +22.1% | +5.3% | +16.8% | +18.8% |
| 30D | -23.8% | -8.2% | -15.6% | -19.0% |
| 3M | -7.6% | -18.4% | +10.8% | +4.6% |
| 6M | +6.9% | -22.8% | +29.8% | +25.6% |
| YTD | +127.7% | -7.9% | +135.6% | +142.3% |
| 1Y | +144.5% | -0.9% | +145.4% | +150.0% |
| 3Y | +377.8% | +96.0% | +281.8% | +240.7% |
| 5Y | +498.2% | +110.3% | +387.9% | +304.6% |
| All | +1,008.4% | +266.4% | +742.0% | +409.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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