+38.7%
MDT vs ASX
+11.7%
+26.9%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.6% | -6.6% | +0.8% |
| 7D | -3.2% | +0.8% | -4.0% | -2.7% |
| 30D | +10.5% | -20.4% | +31.0% | +8.3% |
| 3M | +13.0% | -2.1% | +15.1% | +14.3% |
| 6M | +38.7% | +8.2% | +30.5% | +41.9% |
| All | +38.7% | +11.7% | +26.9% | +41.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling