+414.3%
ASX vs MLM
+30.6%
+383.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -5.2% | -15.6% | -18.0% |
| 7D | -33.3% | -1.2% | -32.1% | -32.5% |
| 30D | -36.5% | +7.9% | -44.4% | -38.9% |
| 3M | -19.2% | -4.5% | -14.7% | -17.3% |
| 6M | -10.2% | -12.6% | +2.4% | -4.2% |
| YTD | +86.5% | -14.9% | +101.3% | +99.8% |
| 1Y | +89.6% | -13.1% | +102.7% | +100.5% |
| 3Y | +298.6% | +21.2% | +277.4% | +231.2% |
| 5Y | +414.3% | +32.0% | +382.2% | +292.9% |
| All | +414.3% | +30.6% | +383.6% | +292.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling