+842.6%
ASX vs XME
+294.4%
+548.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.5% | +3.1% | +5.5% |
| 7D | -12.3% | +0.9% | -13.2% | -12.0% |
| 30D | -26.0% | -7.3% | -18.7% | -21.9% |
| 3M | -8.1% | -14.8% | +6.7% | +1.5% |
| 6M | +1.4% | -18.4% | +19.8% | +15.5% |
| YTD | +115.6% | -4.7% | +120.2% | +125.0% |
| 1Y | +128.0% | +5.7% | +122.3% | +125.2% |
| 3Y | +371.4% | +104.0% | +267.4% | +229.5% |
| 5Y | +469.4% | +122.4% | +347.0% | +274.9% |
| 10Y | +842.6% | +285.4% | +557.3% | +333.2% |
| All | +842.6% | +294.4% | +548.3% | +333.2% |
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