+1,533.1%
MCD vs ASX
+3,515.0%
-1,981.9%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | -2.8% | -0.7% | -2.1% | -2.8% |
| 30D | -6.0% | +2.0% | -8.0% | -6.3% |
| 3M | -5.6% | -1.3% | -4.2% | -6.3% |
| 6M | -21.9% | +71.4% | -93.3% | -27.0% |
| YTD | -14.7% | +135.3% | -150.0% | -23.1% |
| 1Y | -17.3% | +267.5% | -284.7% | -29.1% |
| 3Y | -2.2% | +388.5% | -390.6% | -20.0% |
| 5Y | +20.3% | +417.1% | -396.8% | -3.7% |
| 10Y | +180.7% | +872.7% | -692.0% | +103.4% |
| All | +1,533.1% | +3,515.0% | -1,981.9% | +872.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling