+3,354.6%
ASX vs MDY
+822.3%
+2,532.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.6% | +3.6% |
| 7D | -9.1% | 0.0% | -9.1% | -8.3% |
| 30D | -23.6% | +1.0% | -24.5% | -23.3% |
| 3M | -5.6% | -4.1% | -1.5% | -0.4% |
| 6M | +4.7% | +0.6% | +4.0% | +7.0% |
| YTD | +122.6% | +12.9% | +109.7% | +105.6% |
| 1Y | +133.0% | +14.6% | +118.4% | +112.3% |
| 3Y | +367.1% | +57.1% | +310.0% | +221.9% |
| 5Y | +504.7% | +37.1% | +467.7% | +377.7% |
| 10Y | +887.2% | +171.5% | +715.7% | +307.1% |
| All | +3,354.6% | +822.3% | +2,532.4% | +271.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling