-3.5%
MCD vs ASX
+126.1%
-129.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.6% | -6.9% | +2.4% |
| 7D | +5.9% | -12.3% | +18.2% | +5.0% |
| 30D | +19.6% | -26.0% | +45.6% | +17.2% |
| 3M | +3.3% | -8.1% | +11.4% | +3.3% |
| 6M | +3.5% | +1.4% | +2.1% | +4.4% |
| YTD | -6.1% | +115.6% | -121.7% | +0.9% |
| All | -3.5% | +126.1% | -129.6% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling