+3,552.3%
ASX vs MDY
+840.8%
+2,711.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | -0.7% | +0.1% | -0.9% | -0.9% |
| 30D | +2.0% | -1.5% | +3.5% | +3.5% |
| 3M | -1.3% | +0.8% | -2.1% | -0.8% |
| 6M | +71.4% | +7.4% | +64.0% | +63.5% |
| YTD | +135.3% | +15.2% | +120.1% | +110.6% |
| 1Y | +267.5% | +16.5% | +250.9% | +225.3% |
| 3Y | +388.5% | +46.8% | +341.7% | +253.5% |
| 5Y | +417.1% | +46.0% | +371.1% | +280.5% |
| 10Y | +872.7% | +172.1% | +700.7% | +294.7% |
| All | +3,552.3% | +840.8% | +2,711.5% | +280.6% |
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