+807.4%
ASX vs MDB
+1,017.4%
-210.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | +1.0% |
| 7D | -0.7% | -17.4% | +16.7% | +2.6% |
| 30D | +2.0% | -2.0% | +4.0% | +1.8% |
| 3M | -1.3% | -3.0% | +1.7% | -1.8% |
| 6M | +71.4% | +48.7% | +22.8% | +54.4% |
| YTD | +135.3% | -12.1% | +147.5% | +132.9% |
| 1Y | +267.5% | +14.5% | +253.0% | +243.6% |
| 3Y | +388.5% | -6.1% | +394.6% | +344.5% |
| 5Y | +417.1% | -27.3% | +444.4% | +349.8% |
| All | +807.4% | +1,017.4% | -210.0% | +461.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling