+211.3%
MCD vs ASX
+849.3%
-638.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.6% | -6.9% | +1.0% |
| 7D | +5.9% | -12.3% | +18.2% | +6.9% |
| 30D | +19.6% | -26.0% | +45.6% | +22.3% |
| 3M | +3.3% | -8.1% | +11.4% | +3.1% |
| 6M | +3.5% | +1.4% | +2.1% | +0.8% |
| YTD | -6.1% | +115.6% | -121.7% | -17.6% |
| 1Y | -3.7% | +128.0% | -131.7% | -16.2% |
| 3Y | +13.4% | +371.4% | -358.0% | -14.4% |
| 5Y | +25.2% | +469.4% | -444.3% | -11.0% |
| 10Y | +211.3% | +842.6% | -631.4% | +85.4% |
| All | +211.3% | +849.3% | -638.1% | +85.4% |
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