+371.4%
ASX vs MSCI
+32.0%
+339.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.8% | +7.8% | +8.5% |
| 7D | -12.3% | +1.5% | -13.7% | -12.3% |
| 30D | -26.0% | +14.4% | -40.4% | -27.0% |
| 3M | -8.1% | +15.2% | -23.3% | -9.5% |
| 6M | +1.4% | +11.2% | -9.8% | -0.8% |
| YTD | +115.6% | +13.9% | +101.6% | +108.6% |
| 1Y | +128.0% | +12.5% | +115.5% | +121.4% |
| 3Y | +371.4% | +32.3% | +339.1% | +321.3% |
| All | +371.4% | +32.0% | +339.4% | +321.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling