+992.0%
ASX vs MDY
+170.4%
+821.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +4.6% |
| 7D | +11.1% | -0.8% | +11.9% | +11.9% |
| 30D | +9.6% | -3.9% | +13.5% | +14.0% |
| 3M | +18.6% | 0.0% | +18.7% | +19.9% |
| 6M | +92.1% | +8.5% | +83.6% | +81.2% |
| YTD | +158.5% | +13.2% | +145.3% | +134.8% |
| 1Y | +271.9% | +15.0% | +256.9% | +232.7% |
| 3Y | +465.2% | +49.6% | +415.7% | +302.7% |
| 5Y | +479.4% | +46.0% | +433.4% | +325.8% |
| 10Y | +992.0% | +176.4% | +815.6% | +420.9% |
| All | +992.0% | +170.4% | +821.5% | +420.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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