+249.2%
ASX vs MAGS
+13.9%
+235.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAGS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +6.6% |
| 7D | +6.3% | +1.2% | +5.1% | +4.9% |
| 30D | +6.4% | -0.1% | +6.5% | +6.3% |
| 3M | +13.1% | +3.8% | +9.3% | +8.7% |
| 6M | +90.3% | +13.2% | +77.0% | +70.0% |
| YTD | +149.6% | +4.7% | +144.9% | +138.1% |
| 1Y | +249.2% | +14.4% | +234.8% | +213.8% |
| All | +249.2% | +13.9% | +235.3% | +213.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MAGS.
Daily Out/Under-Performance
Portfolio return minus MAGS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAGS 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 1y: compounded portfolio wealth divided by compounded MAGS 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…
1y analysis · Full analysis span regression · 6 months rolling