+861.6%
ASX vs MLM
+199.9%
+661.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.2% |
| 7D | -0.7% | -2.9% | +2.2% | +0.4% |
| 30D | +2.0% | -6.8% | +8.8% | +4.6% |
| 3M | -1.3% | -11.2% | +9.9% | +2.5% |
| 6M | +71.4% | -21.8% | +93.3% | +87.2% |
| YTD | +135.3% | -17.0% | +152.3% | +150.0% |
| 1Y | +267.5% | -16.4% | +283.8% | +287.9% |
| 3Y | +388.5% | +14.5% | +374.0% | +354.1% |
| 5Y | +417.1% | +41.7% | +375.3% | +342.3% |
| All | +861.6% | +199.9% | +661.7% | +558.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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