+116.3%
MP vs ASX
+298.6%
-182.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -20.8% | +14.7% | +2.0% |
| 7D | -19.0% | -33.3% | +14.3% | -6.0% |
| 30D | -30.5% | -36.5% | +6.0% | -18.2% |
| 3M | -29.6% | -19.2% | -10.4% | -25.2% |
| 6M | -50.4% | -10.2% | -40.2% | -50.1% |
| YTD | -33.2% | +86.5% | -119.7% | -48.3% |
| 1Y | -38.6% | +89.6% | -128.2% | -52.8% |
| All | +116.3% | +298.6% | -182.3% | +9.8% |
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