+3,552.3%
ASX vs MAR
+2,421.9%
+1,130.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.7% | -4.2% | +3.4% | +1.1% |
| 30D | +2.0% | -6.7% | +8.7% | +5.0% |
| 3M | -1.3% | -12.5% | +11.2% | +3.6% |
| 6M | +71.4% | +0.6% | +70.9% | +69.4% |
| YTD | +135.3% | +9.1% | +126.2% | +123.3% |
| 1Y | +267.5% | +26.2% | +241.3% | +224.2% |
| 3Y | +388.5% | +68.2% | +320.3% | +277.0% |
| 5Y | +417.1% | +163.9% | +253.2% | +223.5% |
| 10Y | +872.7% | +420.6% | +452.2% | +302.7% |
| All | +3,552.3% | +2,421.9% | +1,130.4% | +467.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling