+2,979.8%
ASX vs MDY
+797.1%
+2,182.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.6% | +5.8% | +5.8% |
| 7D | -19.9% | -1.7% | -18.3% | -18.0% |
| 30D | -30.9% | -0.9% | -30.0% | -29.5% |
| 3M | -15.1% | -5.7% | -9.3% | -9.1% |
| 6M | -6.5% | -2.9% | -3.6% | -1.2% |
| YTD | +98.4% | +9.8% | +88.6% | +88.0% |
| 1Y | +107.9% | +13.5% | +94.4% | +91.0% |
| 3Y | +325.3% | +51.9% | +273.4% | +202.1% |
| 5Y | +447.3% | +32.0% | +415.3% | +347.2% |
| 10Y | +763.2% | +176.5% | +586.7% | +249.6% |
| All | +2,979.8% | +797.1% | +2,182.7% | +239.7% |
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