+3,552.3%
ASX vs MAS
+848.4%
+2,703.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.6% | -9.6% | -6.1% |
| 7D | -14.6% | +14.2% | -28.8% | -19.1% |
| 30D | -21.1% | +26.8% | -47.9% | -28.6% |
| 3M | -3.1% | +13.1% | -16.2% | -8.7% |
| 6M | +17.4% | +27.9% | -10.6% | +5.3% |
| YTD | +135.3% | +38.7% | +96.7% | +102.8% |
| 1Y | +146.5% | +40.4% | +106.1% | +111.1% |
| 3Y | +403.1% | +66.1% | +337.0% | +296.5% |
| 5Y | +551.7% | +47.4% | +504.3% | +431.8% |
| 10Y | +923.7% | +238.3% | +685.3% | +496.9% |
| All | +3,552.3% | +848.4% | +2,703.9% | +1,012.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling