+368.6%
ASX vs MAGS
+122.1%
+246.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAGS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.8% |
| 7D | +12.4% | +1.7% | +10.7% | +10.8% |
| 30D | -19.8% | -5.8% | -14.0% | -14.2% |
| 3M | -10.3% | +0.2% | -10.6% | -8.9% |
| 6M | +1.2% | -2.7% | +3.9% | +5.7% |
| YTD | +123.0% | +4.1% | +118.9% | +120.1% |
| 1Y | +145.4% | +7.5% | +137.9% | +135.9% |
| 3Y | +368.6% | +122.0% | +246.6% | +159.4% |
| All | +368.6% | +122.1% | +246.5% | +159.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling