+84.8%
IEMG vs ASX
+471.1%
-386.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.1% | -1.6% |
| 7D | +1.6% | +11.1% | -9.5% | -1.6% |
| 30D | +4.6% | +9.6% | -5.0% | +1.6% |
| 3M | +4.8% | +18.6% | -13.8% | -1.6% |
| 6M | +16.8% | +92.1% | -75.3% | -5.0% |
| YTD | +24.8% | +158.5% | -133.6% | -6.3% |
| 1Y | +34.3% | +271.9% | -237.6% | -9.1% |
| All | +84.8% | +471.1% | -386.3% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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