+48.3%
IEMG vs ASX
+444.1%
-395.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.5% |
| 7D | -1.3% | +5.2% | -6.5% | -2.9% |
| 30D | +1.9% | +0.5% | +1.4% | +1.5% |
| 3M | +1.4% | +8.3% | -6.9% | -2.3% |
| 6M | +15.2% | +82.0% | -66.9% | -5.6% |
| YTD | +23.8% | +147.6% | -123.8% | -7.4% |
| 1Y | +30.7% | +258.8% | -228.2% | -12.8% |
| 3Y | +83.3% | +452.1% | -368.8% | +3.2% |
| All | +48.3% | +444.1% | -395.8% | -20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling