+160.9%
MMM vs ASX
+376.6%
-215.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.0% | +2.6% | -0.9% |
| 7D | -0.8% | +22.1% | -22.9% | -3.2% |
| 30D | +14.4% | -23.8% | +38.2% | +17.5% |
| 3M | +1.8% | -7.6% | +9.4% | +1.7% |
| 6M | +31.3% | +6.9% | +24.4% | +26.6% |
| YTD | +18.0% | +127.7% | -109.7% | -0.4% |
| 1Y | +10.9% | +144.5% | -133.7% | -7.6% |
| All | +160.9% | +376.6% | -215.7% | +86.8% |
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 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