+748.4%
ASX vs MLM
+185.4%
+563.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.8% | +8.3% | +7.1% |
| 7D | -19.9% | -4.1% | -15.8% | -18.3% |
| 30D | -30.9% | +8.2% | -39.0% | -32.9% |
| 3M | -15.1% | -3.6% | -11.5% | -14.0% |
| 6M | -6.5% | -15.6% | +9.1% | -0.9% |
| YTD | +98.4% | -16.4% | +114.9% | +110.2% |
| 1Y | +107.9% | -14.3% | +122.2% | +118.0% |
| 3Y | +325.3% | +19.3% | +306.0% | +289.2% |
| 5Y | +447.3% | +29.6% | +417.7% | +379.4% |
| All | +748.4% | +185.4% | +563.0% | +485.8% |
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