+43.4%
MMM vs ASX
+482.2%
-438.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.1% | -0.6% |
| 7D | -0.4% | +12.4% | -12.8% | -2.3% |
| 30D | +12.1% | -19.8% | +32.0% | +15.2% |
| 3M | +1.4% | -10.3% | +11.7% | +1.7% |
| 6M | +26.6% | +1.2% | +25.3% | +22.0% |
| YTD | +16.8% | +123.0% | -106.2% | -5.0% |
| 1Y | +10.1% | +145.4% | -135.3% | -12.3% |
| 3Y | +158.4% | +368.6% | -210.2% | +70.3% |
| All | +43.4% | +482.2% | -438.8% | -14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling