+94.4%
MO vs ASX
+443.1%
-348.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.1% | -7.1% | -0.3% |
| 7D | -2.0% | +6.3% | -8.3% | -1.2% |
| 30D | -0.3% | +6.4% | -6.7% | +0.6% |
| 3M | -2.9% | +13.1% | -16.1% | -0.5% |
| 6M | +5.8% | +90.3% | -84.5% | +14.0% |
| YTD | +22.0% | +149.6% | -127.6% | +35.5% |
| 1Y | +10.7% | +249.2% | -238.5% | +27.3% |
| 3Y | +94.4% | +445.9% | -351.5% | +117.8% |
| All | +94.4% | +443.1% | -348.8% | +117.8% |
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