+1,675.9%
MCD vs ASX
+2,764.3%
-1,088.4%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -20.8% | +20.0% | +1.1% |
| 7D | +8.0% | -33.3% | +41.3% | +11.7% |
| 30D | +19.6% | -36.5% | +56.1% | +24.0% |
| 3M | +2.2% | -19.2% | +21.4% | +3.3% |
| 6M | -1.1% | -10.2% | +9.1% | -2.2% |
| YTD | -7.2% | +86.5% | -93.7% | -15.1% |
| 1Y | -6.7% | +89.6% | -96.3% | -14.9% |
| 3Y | +11.6% | +298.6% | -287.0% | -7.7% |
| 5Y | +22.6% | +414.3% | -391.6% | -2.8% |
| 10Y | +218.4% | +711.1% | -492.7% | +132.9% |
| All | +1,675.9% | +2,764.3% | -1,088.4% | +972.0% |
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