+18.7%
MA vs ASX
+105.3%
-86.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.4% | -6.9% | -0.1% |
| 7D | +2.3% | -19.9% | +22.2% | +1.1% |
| 30D | +14.7% | -30.9% | +45.5% | +12.4% |
| 3M | +13.5% | -15.1% | +28.6% | +13.1% |
| 6M | +33.1% | -6.5% | +39.6% | +32.7% |
| YTD | +15.1% | +98.4% | -83.4% | +13.7% |
| 1Y | +18.7% | +107.9% | -89.1% | +15.9% |
| All | +18.7% | +105.3% | -86.6% | +15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling