+157.1%
MMM vs ASX
+324.2%
-167.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.4% | -7.8% | -2.1% |
| 7D | +6.2% | -19.9% | +26.1% | +8.7% |
| 30D | +14.2% | -30.9% | +45.1% | +18.7% |
| 3M | +2.9% | -15.1% | +18.0% | +3.8% |
| 6M | +27.6% | -6.5% | +34.0% | +25.0% |
| YTD | +17.3% | +98.4% | -81.2% | +0.6% |
| 1Y | +15.1% | +107.9% | -92.8% | -2.1% |
| 3Y | +157.1% | +325.3% | -168.2% | +83.3% |
| All | +157.1% | +324.2% | -167.1% | +83.3% |
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 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