+45.3%
MO vs ASX
+144.4%
-99.1%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.9% | +5.3% | +0.8% |
| 7D | +6.9% | -14.6% | +21.5% | +4.4% |
| 30D | +14.9% | -21.1% | +36.0% | +11.5% |
| 3M | +16.4% | -3.1% | +19.5% | +16.8% |
| 6M | +9.6% | +17.4% | -7.8% | +12.9% |
| YTD | +41.8% | +135.3% | -93.5% | +49.7% |
| 1Y | +45.3% | +146.5% | -101.2% | +54.1% |
| All | +45.3% | +144.4% | -99.1% | +54.1% |
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