+27.5%
MDT vs ASX
+443.1%
-415.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.1% | -8.0% | -1.8% |
| 7D | +0.4% | +6.3% | -5.9% | +0.5% |
| 30D | +6.0% | +6.4% | -0.4% | +6.1% |
| 3M | +15.5% | +13.1% | +2.4% | +15.4% |
| 6M | +3.4% | +90.3% | -86.9% | +1.3% |
| YTD | -2.2% | +149.6% | -151.8% | -5.1% |
| 1Y | +2.6% | +249.2% | -246.6% | -1.9% |
| 3Y | +27.5% | +445.9% | -418.4% | +14.6% |
| All | +27.5% | +443.1% | -415.6% | +14.6% |
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 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