+199.8%
MDT vs ASX
+3,515.0%
-3,315.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | +3.2% | -0.7% | +3.9% | +3.3% |
| 30D | +9.5% | +2.0% | +7.5% | +9.1% |
| 3M | +16.0% | -1.3% | +17.3% | +14.9% |
| 6M | +0.2% | +71.4% | -71.2% | -7.4% |
| YTD | -0.3% | +135.3% | -135.6% | -11.5% |
| 1Y | +4.7% | +267.5% | -262.8% | -12.2% |
| 3Y | +26.5% | +388.5% | -361.9% | +0.6% |
| 5Y | -18.2% | +417.1% | -435.3% | -36.5% |
| 10Y | +40.0% | +872.7% | -832.7% | -2.2% |
| All | +199.8% | +3,515.0% | -3,315.2% | +68.0% |
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