+177.3%
MCD vs ASX
+863.2%
-685.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | -2.8% | -0.7% | -2.1% | -2.8% |
| 30D | -6.0% | +2.0% | -8.0% | -6.3% |
| 3M | -5.6% | -1.3% | -4.2% | -6.4% |
| 6M | -21.9% | +71.4% | -93.3% | -28.2% |
| YTD | -14.7% | +135.3% | -150.0% | -25.1% |
| 1Y | -17.3% | +267.5% | -284.7% | -32.1% |
| 3Y | -2.2% | +388.5% | -390.6% | -25.5% |
| 5Y | +20.3% | +417.1% | -396.8% | -11.4% |
| All | +177.3% | +863.2% | -685.9% | +66.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling