+748.4%
ASX vs MSCI
+789.3%
-40.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.3% | +8.7% | +7.4% |
| 7D | -19.9% | +2.8% | -22.8% | -20.8% |
| 30D | -30.9% | +15.4% | -46.3% | -35.2% |
| 3M | -15.1% | +13.4% | -28.5% | -20.1% |
| 6M | -6.5% | +10.9% | -17.4% | -13.0% |
| YTD | +98.4% | +13.0% | +85.5% | +81.4% |
| 1Y | +107.9% | +12.0% | +95.8% | +90.5% |
| 3Y | +325.3% | +34.1% | +291.2% | +244.1% |
| 5Y | +447.3% | +3.9% | +443.4% | +386.5% |
| All | +748.4% | +789.3% | -40.9% | +182.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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