+486.8%
ASX vs XME
+108.0%
+378.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.5% | -1.0% |
| 7D | +12.4% | +0.3% | +12.1% | +12.3% |
| 30D | -19.8% | -6.1% | -13.7% | -15.2% |
| 3M | -10.3% | -18.6% | +8.3% | +3.8% |
| 6M | +1.2% | -23.9% | +25.1% | +22.7% |
| YTD | +123.0% | -9.3% | +132.4% | +141.6% |
| 1Y | +145.4% | +1.8% | +143.7% | +147.7% |
| 3Y | +368.6% | +93.0% | +275.6% | +216.3% |
| All | +486.8% | +108.0% | +378.8% | +271.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling