+13,824.2%
MA vs ASX
+2,765.7%
+11,058.5%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | -2.7% | -0.7% | -2.0% | -2.5% |
| 30D | +1.5% | +2.0% | -0.5% | +0.7% |
| 3M | +20.4% | -1.3% | +21.8% | +17.8% |
| 6M | +11.1% | +71.4% | -60.3% | -7.4% |
| YTD | +2.0% | +135.3% | -133.4% | -22.5% |
| 1Y | -2.2% | +267.5% | -269.6% | -34.9% |
| 3Y | +41.9% | +388.5% | -346.6% | -16.4% |
| 5Y | +75.4% | +417.1% | -341.7% | -1.3% |
| 10Y | +527.5% | +872.7% | -345.2% | +175.7% |
| All | +13,824.2% | +2,765.7% | +11,058.5% | +3,474.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling