+404.3%
ASX vs MAS
+67.0%
+337.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.6% | -9.6% | -5.9% |
| 7D | -14.6% | +14.2% | -28.8% | -18.6% |
| 30D | -21.1% | +26.8% | -47.9% | -28.1% |
| 3M | -3.1% | +13.1% | -16.2% | -7.9% |
| 6M | +17.4% | +27.9% | -10.6% | +6.0% |
| YTD | +135.3% | +38.7% | +96.7% | +102.5% |
| 1Y | +146.5% | +40.4% | +106.1% | +110.7% |
| All | +404.3% | +67.0% | +337.4% | +273.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling