+22.7%
MCD vs ASX
+431.2%
-408.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.4% | -7.0% | -0.6% |
| 7D | +7.1% | -19.9% | +27.1% | +7.3% |
| 30D | +19.8% | -30.9% | +50.6% | +20.1% |
| 3M | +0.8% | -15.1% | +15.9% | +0.8% |
| 6M | -1.3% | -6.5% | +5.2% | -2.2% |
| YTD | -7.8% | +98.4% | -106.2% | -12.4% |
| 1Y | -5.0% | +107.9% | -112.8% | -10.0% |
| 3Y | +10.5% | +325.3% | -314.7% | -3.6% |
| All | +22.7% | +431.2% | -408.4% | +2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling