+913.4%
ASX vs MAR
+411.9%
+501.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.3% | +8.4% | +7.0% |
| 7D | +6.3% | -1.7% | +8.0% | +7.0% |
| 30D | +6.4% | -6.9% | +13.3% | +9.4% |
| 3M | +13.1% | -15.8% | +29.0% | +20.4% |
| 6M | +90.3% | +1.9% | +88.3% | +86.8% |
| YTD | +149.6% | +6.6% | +143.0% | +139.6% |
| 1Y | +249.2% | +23.7% | +225.5% | +212.5% |
| 3Y | +445.9% | +64.6% | +381.3% | +331.3% |
| 5Y | +477.7% | +156.4% | +321.4% | +282.8% |
| 10Y | +913.4% | +415.4% | +498.0% | +444.7% |
| All | +913.4% | +411.9% | +501.5% | +444.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MAR.
Daily Out/Under-Performance
Portfolio return minus MAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAR 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 10y: compounded portfolio wealth divided by compounded MAR 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…
10y analysis · Full analysis span regression · 6 months rolling