-16.1%
MCD vs ASX
+256.3%
-272.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.1% | -6.0% | +0.6% |
| 7D | -2.0% | +6.3% | -8.3% | -1.5% |
| 30D | -6.1% | +6.4% | -12.6% | -5.6% |
| 3M | -7.3% | +13.1% | -20.4% | -5.9% |
| 6M | -20.9% | +90.3% | -111.2% | -17.7% |
| YTD | -14.7% | +149.6% | -164.3% | -8.3% |
| 1Y | -16.1% | +249.2% | -265.3% | -6.9% |
| All | -16.1% | +256.3% | -272.4% | -6.9% |
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