+254.1%
MP vs ASX
+857.5%
-603.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.4% | -1.5% | +1.9% |
| 7D | -10.5% | -19.9% | +9.4% | -1.6% |
| 30D | -23.5% | -30.9% | +7.3% | -10.6% |
| 3M | -25.4% | -15.1% | -10.3% | -21.9% |
| 6M | -51.3% | -6.5% | -44.8% | -52.3% |
| YTD | -29.9% | +98.4% | -128.3% | -53.0% |
| 1Y | -31.8% | +107.9% | -139.7% | -55.3% |
| 3Y | +127.0% | +325.3% | -198.3% | -5.7% |
| 5Y | -3.3% | +447.3% | -450.6% | -66.3% |
| All | +254.1% | +857.5% | -603.4% | +18.9% |
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