+146.5%
ASX vs MDB
-8.5%
+155.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.1% | -1.9% | -3.7% |
| 7D | -14.6% | -16.5% | +1.9% | -12.6% |
| 30D | -21.1% | -8.6% | -12.5% | -19.8% |
| 3M | -3.1% | -13.6% | +10.5% | -1.4% |
| 6M | +17.4% | +24.1% | -6.7% | +13.7% |
| YTD | +135.3% | -21.8% | +157.1% | +144.6% |
| 1Y | +146.5% | -7.7% | +154.2% | +147.9% |
| All | +146.5% | -8.5% | +155.0% | +147.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 1y: compounded portfolio wealth divided by compounded MDB 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…
1y analysis · Full analysis span regression · 6 months rolling