+23.0%
MMM vs ASX
+144.4%
-121.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -3.9% | +13.5% | +9.8% |
| 7D | +12.2% | -14.6% | +26.8% | +13.7% |
| 30D | +18.8% | -21.1% | +39.9% | +21.2% |
| 3M | +7.4% | -3.1% | +10.4% | +6.9% |
| 6M | +38.3% | +17.4% | +20.9% | +31.2% |
| YTD | +22.9% | +135.3% | -112.5% | -0.5% |
| 1Y | +23.0% | +146.5% | -123.5% | -1.3% |
| All | +23.0% | +144.4% | -121.4% | -1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling