+193.4%
MCD vs ASX
+962.9%
-769.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.4% |
| 7D | -1.6% | +12.4% | -14.0% | -2.7% |
| 30D | +14.1% | -19.8% | +33.9% | +15.8% |
| 3M | +0.6% | -10.3% | +10.9% | +0.7% |
| 6M | 0.0% | +1.2% | -1.2% | -2.5% |
| YTD | -9.3% | +123.0% | -132.3% | -20.7% |
| 1Y | -9.3% | +145.4% | -154.7% | -21.9% |
| 3Y | +8.6% | +368.6% | -360.0% | -17.9% |
| 5Y | +21.9% | +486.0% | -464.1% | -13.8% |
| All | +193.4% | +962.9% | -769.5% | +72.5% |
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