+85.0%
MA vs ASX
+503.8%
-418.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.8% | -0.7% |
| 7D | -0.5% | +22.1% | -22.6% | -3.0% |
| 30D | +7.9% | -23.8% | +31.7% | +10.9% |
| 3M | +16.8% | -7.6% | +24.4% | +16.4% |
| 6M | +31.0% | +6.9% | +24.1% | +24.6% |
| YTD | +15.0% | +127.7% | -112.6% | -8.3% |
| 1Y | +17.0% | +144.5% | -127.5% | -8.4% |
| 3Y | +68.5% | +377.8% | -309.3% | +2.0% |
| 5Y | +85.0% | +498.2% | -413.3% | -3.3% |
| All | +85.0% | +503.8% | -418.8% | -3.3% |
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