+138.2%
MO vs ASX
+381.9%
-243.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.6% | +1.1% |
| 7D | -0.8% | -9.1% | +8.4% | -1.6% |
| 30D | +6.5% | -23.6% | +30.1% | +3.6% |
| 3M | +18.3% | -5.6% | +24.0% | +18.7% |
| 6M | +15.6% | +4.7% | +10.9% | +18.7% |
| YTD | +38.8% | +122.6% | -83.8% | +54.7% |
| 1Y | +41.6% | +133.0% | -91.4% | +58.8% |
| 3Y | +138.2% | +367.1% | -228.9% | +173.4% |
| All | +138.2% | +381.9% | -243.6% | +173.4% |
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