+392.6%
ASX vs MLM
+15.1%
+377.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.3% |
| 7D | -0.7% | -2.9% | +2.2% | +0.5% |
| 30D | +2.0% | -6.8% | +8.8% | +5.1% |
| 3M | -1.3% | -11.2% | +9.9% | +3.2% |
| 6M | +71.4% | -21.8% | +93.3% | +90.1% |
| YTD | +135.3% | -17.0% | +152.3% | +150.9% |
| 1Y | +267.5% | -16.4% | +283.8% | +287.8% |
| All | +392.6% | +15.1% | +377.5% | +322.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling