+551.7%
ASX vs MAS
+48.4%
+503.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.6% | -9.6% | -6.4% |
| 7D | -14.6% | +14.2% | -28.8% | -19.7% |
| 30D | -21.1% | +26.8% | -47.9% | -29.8% |
| 3M | -3.1% | +13.1% | -16.2% | -9.4% |
| 6M | +17.4% | +27.9% | -10.6% | +3.3% |
| YTD | +135.3% | +38.7% | +96.7% | +96.0% |
| 1Y | +146.5% | +40.4% | +106.1% | +103.7% |
| 3Y | +403.1% | +66.1% | +337.0% | +263.0% |
| 5Y | +551.7% | +47.4% | +504.3% | +405.7% |
| All | +551.7% | +48.4% | +503.3% | +405.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling