+73.1%
MA vs ASX
+429.3%
-356.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | -2.7% | -0.7% | -2.0% | -2.6% |
| 30D | +1.5% | +2.0% | -0.5% | +1.0% |
| 3M | +20.4% | -1.3% | +21.8% | +18.7% |
| 6M | +11.1% | +71.4% | -60.3% | -3.3% |
| YTD | +2.0% | +135.3% | -133.4% | -17.8% |
| 1Y | -2.2% | +267.5% | -269.6% | -30.0% |
| 3Y | +41.9% | +388.5% | -346.6% | -12.1% |
| All | +73.1% | +429.3% | -356.2% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling