+19.8%
MA vs ASX
+137.8%
-118.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.4% | +1.2% |
| 7D | +1.3% | +12.4% | -11.1% | +2.0% |
| 30D | +9.6% | -19.8% | +29.4% | +8.3% |
| 3M | +16.8% | -10.3% | +27.1% | +16.7% |
| 6M | +35.2% | +1.2% | +34.0% | +35.7% |
| YTD | +16.6% | +123.0% | -106.5% | +15.9% |
| 1Y | +19.8% | +145.4% | -125.7% | +18.2% |
| All | +19.8% | +137.8% | -118.0% | +18.2% |
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