+299.6%
ASX vs MSCI
+36.7%
+262.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.7% | -18.0% | -20.5% |
| 7D | -33.3% | +6.0% | -39.3% | -33.6% |
| 30D | -36.5% | +18.2% | -54.7% | -37.6% |
| 3M | -19.2% | +15.1% | -34.3% | -20.4% |
| 6M | -10.2% | +13.7% | -24.0% | -12.5% |
| YTD | +86.5% | +15.6% | +70.9% | +80.2% |
| 1Y | +89.6% | +16.3% | +73.3% | +82.8% |
| All | +299.6% | +36.7% | +262.9% | +249.1% |
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