+415.3%
ASX vs MSCI
+3.6%
+411.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.3% | +8.7% | +7.2% |
| 7D | -19.9% | +2.8% | -22.8% | -20.7% |
| 30D | -30.9% | +15.4% | -46.3% | -34.6% |
| 3M | -15.1% | +13.4% | -28.5% | -19.4% |
| 6M | -6.5% | +10.9% | -17.4% | -12.3% |
| YTD | +98.4% | +13.0% | +85.5% | +82.8% |
| 1Y | +107.9% | +12.0% | +95.8% | +92.0% |
| 3Y | +325.3% | +34.1% | +291.2% | +242.2% |
| All | +415.3% | +3.6% | +411.8% | +337.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling