+913.4%
ASX vs XME
+401.9%
+511.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.1% | +5.0% | +5.5% |
| 7D | +6.3% | +3.6% | +2.7% | +4.3% |
| 30D | +6.4% | +3.6% | +2.8% | +4.3% |
| 3M | +13.1% | +1.2% | +11.9% | +12.6% |
| 6M | +90.3% | +9.0% | +81.2% | +83.2% |
| YTD | +149.6% | +15.9% | +133.7% | +131.6% |
| 1Y | +249.2% | +43.2% | +206.0% | +189.0% |
| 3Y | +445.9% | +137.4% | +308.5% | +248.5% |
| 5Y | +477.7% | +185.0% | +292.7% | +232.7% |
| 10Y | +913.4% | +409.5% | +503.9% | +305.2% |
| All | +913.4% | +401.9% | +511.4% | +305.2% |
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