+2,576.9%
ASX vs XME
+169.9%
+2,407.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.4% | +3.1% | +4.8% |
| 7D | -19.9% | -4.5% | -15.5% | -17.6% |
| 30D | -30.9% | -10.9% | -20.0% | -26.2% |
| 3M | -15.1% | -15.3% | +0.2% | -7.3% |
| 6M | -6.5% | -24.6% | +18.1% | +8.9% |
| YTD | +98.4% | -9.6% | +108.1% | +111.4% |
| 1Y | +107.9% | +2.9% | +105.0% | +108.2% |
| 3Y | +325.3% | +86.9% | +238.4% | +222.8% |
| 5Y | +447.3% | +115.2% | +332.1% | +283.9% |
| 10Y | +763.2% | +305.7% | +457.5% | +325.7% |
| All | +2,576.9% | +169.9% | +2,407.0% | +1,091.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling