+15,614.6%
MA vs ASX
+2,316.5%
+13,298.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.4% | -6.9% | -2.0% |
| 7D | +2.3% | -19.9% | +22.2% | +7.0% |
| 30D | +14.7% | -30.9% | +45.5% | +23.3% |
| 3M | +13.5% | -15.1% | +28.6% | +15.2% |
| 6M | +33.1% | -6.5% | +39.6% | +27.8% |
| YTD | +15.1% | +98.4% | -83.4% | -10.8% |
| 1Y | +18.7% | +107.9% | -89.1% | -9.2% |
| 3Y | +72.1% | +325.3% | -253.2% | +2.6% |
| 5Y | +92.8% | +447.3% | -354.5% | +4.1% |
| 10Y | +571.6% | +763.2% | -191.6% | +197.2% |
| All | +15,614.6% | +2,316.5% | +13,298.2% | +4,014.5% |
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