+593.1%
MA vs ASX
+962.9%
-369.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.4% | +1.7% |
| 7D | +1.3% | +12.4% | -11.1% | -1.3% |
| 30D | +9.6% | -19.8% | +29.4% | +13.3% |
| 3M | +16.8% | -10.3% | +27.1% | +16.9% |
| 6M | +35.2% | +1.2% | +34.0% | +27.6% |
| YTD | +16.6% | +123.0% | -106.5% | -12.8% |
| 1Y | +19.8% | +145.4% | -125.7% | -13.0% |
| 3Y | +70.7% | +368.6% | -297.9% | -4.4% |
| 5Y | +87.4% | +486.0% | -398.6% | -6.2% |
| All | +593.1% | +962.9% | -369.8% | +145.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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