+267.3%
MP vs ASX
+1,044.8%
-777.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.6% | -5.9% | -2.4% |
| 7D | +2.3% | +0.8% | +1.5% | +0.6% |
| 30D | -15.3% | -20.4% | +5.1% | -7.4% |
| 3M | -33.5% | -2.1% | -31.4% | -35.0% |
| 6M | -45.5% | +8.2% | -53.7% | -50.3% |
| YTD | -27.3% | +137.3% | -164.6% | -55.3% |
| 1Y | -40.7% | +155.0% | -195.7% | -64.8% |
| 3Y | +145.9% | +397.9% | -252.1% | -5.0% |
| 5Y | -13.9% | +529.2% | -543.1% | -72.2% |
| All | +267.3% | +1,044.8% | -777.5% | +13.1% |
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