+913.4%
ASX vs MTB
+173.2%
+740.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.3% |
| 7D | +6.3% | +2.8% | +3.5% | +5.3% |
| 30D | +6.4% | -4.2% | +10.6% | +7.9% |
| 3M | +13.1% | +7.8% | +5.4% | +10.1% |
| 6M | +90.3% | +14.8% | +75.5% | +81.0% |
| YTD | +149.6% | +20.8% | +128.9% | +133.0% |
| 1Y | +249.2% | +23.1% | +226.1% | +223.1% |
| 3Y | +445.9% | +114.8% | +331.1% | +314.7% |
| 5Y | +477.7% | +103.3% | +374.5% | +338.4% |
| 10Y | +913.4% | +173.0% | +740.4% | +643.8% |
| All | +913.4% | +173.2% | +740.2% | +643.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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