+229.9%
MDT vs ASX
+3,211.4%
-2,981.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.6% | -7.7% | +0.1% |
| 7D | +3.5% | -12.3% | +15.8% | +4.5% |
| 30D | +16.2% | -26.0% | +42.2% | +19.1% |
| 3M | +18.9% | -8.1% | +27.0% | +18.7% |
| 6M | +37.3% | +1.4% | +35.9% | +33.8% |
| YTD | +9.7% | +115.6% | -105.8% | -2.6% |
| 1Y | +15.2% | +128.0% | -112.8% | +1.5% |
| 3Y | +61.8% | +371.4% | -309.6% | +27.9% |
| 5Y | -1.4% | +469.4% | -470.8% | -25.0% |
| 10Y | +61.6% | +842.6% | -781.1% | +12.2% |
| All | +229.9% | +3,211.4% | -2,981.5% | +84.8% |
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