+758.3%
ASX vs MDB
+906.0%
-147.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.4% | +1.9% | +3.0% |
| 7D | -9.1% | -1.0% | -8.1% | -8.6% |
| 30D | -23.6% | -14.0% | -9.6% | -20.9% |
| 3M | -5.6% | -20.3% | +14.7% | -2.0% |
| 6M | +4.7% | +10.9% | -6.2% | +0.4% |
| YTD | +122.6% | -20.9% | +143.5% | +124.6% |
| 1Y | +133.0% | -11.2% | +144.2% | +128.8% |
| 3Y | +367.1% | -11.9% | +379.0% | +331.4% |
| 5Y | +504.7% | -40.2% | +544.9% | +445.3% |
| All | +758.3% | +906.0% | -147.7% | +441.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling