+110.9%
MO vs ASX
+964.2%
-853.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.3% |
| 7D | +0.1% | +5.2% | -5.1% | -0.1% |
| 30D | +7.1% | +0.5% | +6.7% | +7.1% |
| 3M | -2.0% | +8.3% | -10.3% | -2.9% |
| 6M | +7.3% | +82.0% | -74.7% | +1.8% |
| YTD | +23.5% | +147.6% | -124.2% | +14.0% |
| 1Y | +11.0% | +258.8% | -247.8% | -1.1% |
| 3Y | +95.0% | +452.1% | -357.1% | +61.0% |
| 5Y | +100.6% | +441.7% | -341.1% | +63.5% |
| All | +110.9% | +964.2% | -853.3% | +42.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling