+213.3%
MCD vs ASX
+878.5%
-665.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.3% | -3.0% | 0.0% |
| 7D | +7.3% | -9.1% | +16.4% | +7.9% |
| 30D | +20.0% | -23.6% | +43.5% | +22.2% |
| 3M | +3.8% | -5.6% | +9.4% | +3.4% |
| 6M | +3.8% | +4.7% | -0.9% | +0.8% |
| YTD | -5.9% | +122.6% | -128.5% | -17.6% |
| 1Y | -3.2% | +133.0% | -136.2% | -15.9% |
| 3Y | +13.3% | +367.1% | -353.8% | -14.1% |
| 5Y | +25.2% | +504.7% | -479.5% | -11.7% |
| 10Y | +213.3% | +887.2% | -673.9% | +86.5% |
| All | +213.3% | +878.5% | -665.2% | +86.5% |
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 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