+985.8%
ASX vs MSI
+664.3%
+321.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | +12.4% | +3.2% | +9.1% | +11.0% |
| 30D | -19.8% | +17.6% | -37.4% | -25.6% |
| 3M | -10.3% | +14.5% | -24.8% | -16.2% |
| 6M | +1.2% | +34.3% | -33.0% | -12.6% |
| YTD | +123.0% | +39.7% | +83.3% | +87.2% |
| 1Y | +145.4% | +40.2% | +105.3% | +105.6% |
| 3Y | +368.6% | +77.1% | +291.5% | +239.5% |
| 5Y | +486.0% | +124.0% | +362.0% | +271.1% |
| All | +985.8% | +664.3% | +321.4% | +342.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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