+731.2%
ASX vs MDB
+892.0%
-160.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.6% | +4.0% | +7.7% |
| 7D | -12.3% | -0.9% | -11.4% | -11.8% |
| 30D | -26.0% | -15.2% | -10.8% | -23.2% |
| 3M | -8.1% | -17.9% | +9.8% | -5.1% |
| 6M | +1.4% | +9.3% | -7.9% | -2.5% |
| YTD | +115.6% | -22.0% | +137.6% | +118.1% |
| 1Y | +128.0% | -9.3% | +137.4% | +123.0% |
| 3Y | +371.4% | -10.4% | +381.8% | +333.8% |
| 5Y | +469.4% | -43.2% | +512.6% | +418.3% |
| All | +731.2% | +892.0% | -160.8% | +425.9% |
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 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