+619.0%
ASX vs MDB
+823.0%
-204.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -7.2% | -13.5% | -19.4% |
| 7D | -33.3% | -20.9% | -12.4% | -30.0% |
| 30D | -36.5% | -15.6% | -20.9% | -34.0% |
| 3M | -19.2% | -19.1% | -0.1% | -16.4% |
| 6M | -10.2% | +14.2% | -24.4% | -14.7% |
| YTD | +86.5% | -27.4% | +113.9% | +91.2% |
| 1Y | +89.6% | -13.0% | +102.7% | +86.7% |
| 3Y | +298.6% | -11.2% | +309.8% | +266.5% |
| 5Y | +414.3% | -45.2% | +459.4% | +371.4% |
| All | +619.0% | +823.0% | -204.0% | +361.0% |
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