+861.6%
ASX vs MAS
+137.9%
+723.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.6% |
| 7D | -0.7% | -0.8% | 0.0% | -0.4% |
| 30D | +2.0% | -5.6% | +7.5% | +4.5% |
| 3M | -1.3% | +4.4% | -5.8% | -3.9% |
| 6M | +71.4% | +7.2% | +64.2% | +64.0% |
| YTD | +135.3% | +16.1% | +119.2% | +115.1% |
| 1Y | +267.5% | +0.1% | +267.4% | +258.8% |
| 3Y | +388.5% | +28.3% | +360.2% | +310.4% |
| 5Y | +417.1% | +30.5% | +386.6% | +322.8% |
| All | +861.6% | +137.9% | +723.7% | +493.1% |
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