+1,008.4%
ASX vs MDY
+165.7%
+842.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.9% | -2.8% |
| 7D | +22.1% | +3.0% | +19.1% | +18.8% |
| 30D | -23.8% | +0.8% | -24.6% | -23.3% |
| 3M | -7.6% | -5.1% | -2.5% | -1.2% |
| 6M | +6.9% | +1.2% | +5.8% | +9.0% |
| YTD | +127.7% | +12.5% | +115.2% | +111.2% |
| 1Y | +144.5% | +13.8% | +130.8% | +124.5% |
| 3Y | +377.8% | +56.4% | +321.3% | +231.0% |
| 5Y | +498.2% | +35.3% | +462.9% | +374.2% |
| All | +1,008.4% | +165.7% | +842.7% | +425.0% |
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