+697.2%
ASX vs MAS
+219.8%
+477.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.4% | -17.3% | -19.2% |
| 7D | -33.3% | +4.6% | -37.8% | -34.6% |
| 30D | -36.5% | +19.9% | -56.3% | -42.0% |
| 3M | -19.2% | +8.9% | -28.1% | -23.1% |
| 6M | -10.2% | +20.2% | -30.4% | -18.8% |
| YTD | +86.5% | +33.9% | +52.6% | +58.0% |
| 1Y | +89.6% | +34.7% | +55.0% | +59.9% |
| 3Y | +298.6% | +60.4% | +238.2% | +197.8% |
| 5Y | +414.3% | +43.5% | +370.8% | +298.3% |
| All | +697.2% | +219.8% | +477.3% | +339.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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