+2,194.6%
ASX vs MSCI
+2,756.4%
-561.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -0.7% | +0.4% | -1.1% | -0.9% |
| 30D | +2.0% | +0.6% | +1.4% | +1.6% |
| 3M | -1.3% | -7.1% | +5.7% | 0.0% |
| 6M | +71.4% | +0.8% | +70.6% | +67.4% |
| YTD | +135.3% | +1.0% | +134.3% | +128.3% |
| 1Y | +267.5% | +4.3% | +263.2% | +249.6% |
| 3Y | +388.5% | +9.9% | +378.5% | +345.8% |
| 5Y | +417.1% | -6.8% | +423.9% | +395.4% |
| 10Y | +872.7% | +614.7% | +258.1% | +324.8% |
| All | +2,194.6% | +2,756.4% | -561.8% | +449.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling