+144.5%
ASX vs MAGS
+3.4%
+141.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAGS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +22.1% | +3.0% | +19.1% | +17.8% |
| 30D | -23.8% | -7.3% | -16.4% | -15.3% |
| 3M | -7.6% | +1.7% | -9.3% | -6.5% |
| 6M | +6.9% | -0.4% | +7.3% | +11.1% |
| YTD | +127.7% | +4.4% | +123.3% | +122.1% |
| 1Y | +144.5% | +5.1% | +139.5% | +137.4% |
| All | +144.5% | +3.4% | +141.1% | +137.4% |
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