+953.3%
ASX vs MCO
+393.6%
+559.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.8% |
| 7D | +5.2% | -3.8% | +9.0% | +7.2% |
| 30D | +0.5% | -0.4% | +0.9% | +0.2% |
| 3M | +8.3% | +7.7% | +0.6% | +2.6% |
| 6M | +82.0% | +7.0% | +75.1% | +72.0% |
| YTD | +147.6% | -6.4% | +154.0% | +148.9% |
| 1Y | +258.8% | -7.6% | +266.5% | +260.4% |
| 3Y | +452.1% | +43.2% | +408.8% | +321.2% |
| 5Y | +441.7% | +29.6% | +412.2% | +330.4% |
| All | +953.3% | +393.6% | +559.7% | +356.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 MCO 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