+4,986.0%
MO vs ASX
+3,319.4%
+1,666.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.6% | +0.5% |
| 7D | -0.8% | -9.1% | +8.4% | -0.4% |
| 30D | +6.5% | -23.6% | +30.1% | +7.9% |
| 3M | +18.3% | -5.6% | +24.0% | +18.0% |
| 6M | +15.6% | +4.7% | +10.9% | +13.3% |
| YTD | +38.8% | +122.6% | -83.8% | +27.9% |
| 1Y | +41.6% | +133.0% | -91.4% | +29.9% |
| 3Y | +138.2% | +367.1% | -228.9% | +102.4% |
| 5Y | +150.5% | +504.7% | -354.3% | +105.1% |
| 10Y | +146.1% | +887.2% | -741.1% | +87.5% |
| All | +4,986.0% | +3,319.4% | +1,666.7% | +3,236.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling