+406.2%
ASX vs XME
+134.1%
+272.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -0.7% | -0.1% | -0.6% | -0.8% |
| 30D | +2.0% | +6.0% | -4.0% | -2.4% |
| 3M | -1.3% | -7.7% | +6.4% | +3.8% |
| 6M | +71.4% | +1.0% | +70.5% | +70.3% |
| YTD | +135.3% | +14.6% | +120.7% | +113.7% |
| 1Y | +267.5% | +46.0% | +221.5% | +180.1% |
| All | +406.2% | +134.1% | +272.2% | +170.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling