+249.2%
ASX vs MTB
+23.0%
+226.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.1% |
| 7D | +6.3% | +2.8% | +3.5% | +5.9% |
| 30D | +6.4% | -4.2% | +10.6% | +7.0% |
| 3M | +13.1% | +7.8% | +5.4% | +11.9% |
| 6M | +90.3% | +14.8% | +75.5% | +85.5% |
| YTD | +149.6% | +20.8% | +128.9% | +141.9% |
| 1Y | +249.2% | +23.1% | +226.1% | +220.8% |
| All | +249.2% | +23.0% | +226.1% | +220.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling