+40.6%
MDT vs ASX
+973.8%
-933.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.1% | -1.0% |
| 7D | -0.3% | +11.1% | -11.4% | -1.7% |
| 30D | +2.8% | +9.6% | -6.8% | +1.3% |
| 3M | +13.1% | +18.6% | -5.5% | +8.9% |
| 6M | +2.3% | +92.1% | -89.8% | -9.8% |
| YTD | -2.7% | +158.5% | -161.2% | -18.8% |
| 1Y | +0.9% | +271.9% | -271.0% | -21.5% |
| 3Y | +26.8% | +465.2% | -438.4% | -12.3% |
| 5Y | -19.5% | +479.4% | -498.9% | -46.1% |
| 10Y | +40.6% | +992.0% | -951.4% | -27.6% |
| All | +40.6% | +973.8% | -933.2% | -27.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling