+15,692.2%
MA vs ASX
+2,170.6%
+13,521.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -20.8% | +18.3% | +2.4% |
| 7D | +3.2% | -33.3% | +36.5% | +12.6% |
| 30D | +15.9% | -36.5% | +52.4% | +27.3% |
| 3M | +15.2% | -19.2% | +34.3% | +18.3% |
| 6M | +32.4% | -10.2% | +42.6% | +28.3% |
| YTD | +15.6% | +86.5% | -70.8% | -8.9% |
| 1Y | +19.3% | +89.6% | -70.3% | -6.7% |
| 3Y | +73.0% | +298.6% | -225.6% | +4.8% |
| 5Y | +93.7% | +414.3% | -320.5% | +6.3% |
| 10Y | +575.0% | +711.1% | -136.1% | +203.3% |
| All | +15,692.2% | +2,170.6% | +13,521.6% | +4,098.5% |
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