+13.4%
MCD vs ASX
+366.1%
-352.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.6% | -6.9% | +2.1% |
| 7D | +5.9% | -12.3% | +18.2% | +5.4% |
| 30D | +19.6% | -26.0% | +45.6% | +18.3% |
| 3M | +3.3% | -8.1% | +11.4% | +3.2% |
| 6M | +3.5% | +1.4% | +2.1% | +3.8% |
| YTD | -6.1% | +115.6% | -121.7% | -5.1% |
| 1Y | -3.7% | +128.0% | -131.7% | -2.6% |
| 3Y | +13.4% | +371.4% | -358.0% | +10.7% |
| All | +13.4% | +366.1% | -352.7% | +10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling